Cetera Investment Advisers
SIVB

Cetera Investment Advisers’s SVB Financial Group SIVB Stock Holding History

Cetera Investment Advisers’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,573
Closed -$592K – 2273
2022
Q4 		$592K Buy
2,573
+1,710
+198% +$425K 0.01% 1284
2022
Q3 		$290K Sell
863
-150
-15% -$60.4K 0.01% 1289
2022
Q2 		$400K Sell
1,013
-1,239
-55% -$584K 0.01% 1239
2022
Q1 		$1.26M Sell
2,252
-944
-30% -$573K 0.02% 737
2021
Q4 		$2.17M Buy
3,196
+565
+21% +$398K 0.03% 528
2021
Q3 		$1.7M Buy
2,631
+617
+31% +$358K 0.03% 571
2021
Q2 		$1.12M Sell
2,014
-1,530
-43% -$849K 0.02% 733
2021
Q1 		$1.75M Buy
3,544
+183
+5% +$90K 0.03% 457
2020
Q4 		$1.3M Buy
+3,361
New +$1.09M 0.03% 575

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Cetera Investment Advisers's SIVB Position: Q1 2023 in Review

Cetera Investment Advisers sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,573 shares — an estimated $592K sold.

Cetera Investment Advisers first reported a position in SIVB in Q4 2020 and held it in 9 quarters. The position peaked at $2.17M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Cetera Investment Advisers reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 2,573 SVB Financial Group shares in Q1 2023, an estimated $592K.
  • Cetera Investment Advisers first reported a position in SVB Financial Group in Q4 2020 and held it in 9 quarters.
  • Cetera Investment Advisers's SVB Financial Group position peaked at $2.17M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Cetera Investment Advisers's 13F filing for Q1 2023, filed 15 May 2023.