CI Investments Inc
SIVB

CI Investments Inc’s SVB Financial Group SIVB Stock Holding History

CI Investments Inc’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
Q2 		– Sell
-162
Closed – – 1359
2023
Q1 		$0 Sell
162
-188,373
-100% -$52.9M ﹤0.01% 1389
2022
Q4 		$43.4M Sell
188,535
-38,554
-17% -$9.58M 0.22% 109
2022
Q3 		$76.3M Sell
227,089
-111,018
-33% -$44.7M 0.4% 76
2022
Q2 		$134M Buy
338,107
+91,186
+37% +$43M 0.62% 38
2022
Q1 		$138M Buy
246,921
+246,914
+3,527,343% +$150M 0.51% 52
2021
Q4 		$5K Hold
7
– – ﹤0.01% 1125
2021
Q3 		$5K Sell
7
-1,436
-100% -$833K ﹤0.01% 1087
2021
Q2 		$803K Sell
1,443
-174
-11% -$96.5K ﹤0.01% 516
2021
Q1 		$798K Buy
+1,617
New +$795K ﹤0.01% 423
2020
Q2 		– Sell
-257,380
Closed -$38.9M – 714
2020
Q1 		$38.9M Sell
257,380
-38,399
-13% -$8.45M 0.24% 100
2019
Q4 		$74.3M Sell
295,779
-7,560
-2% -$1.72M 0.38% 82
2019
Q3 		$63.4M Buy
303,339
+22,763
+8% +$4.77M 0.33% 89
2019
Q2 		$63M Buy
280,576
+190,476
+211% +$44M 0.35% 85
2019
Q1 		$20M Sell
90,100
-120,000
-57% -$27.9M 0.11% 157
2018
Q4 		$39.9M Buy
+210,100
New +$51.4M 0.26% 111
2017
Q4 		– Sell
-512,600
Closed -$95.9M – 235
2017
Q3 		$95.9M Buy
+512,600
New +$90.1M 0.94% 37

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CI Investments Inc's SIVB Position: Q2 2023 in Review

CI Investments Inc sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 162 shares.

CI Investments Inc first reported a position in SIVB in Q3 2017 and held it in 16 quarters. The position peaked at $138M in Q1 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • CI Investments Inc reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • CI Investments Inc sold 162 SVB Financial Group shares in Q2 2023.
  • CI Investments Inc first reported a position in SVB Financial Group in Q3 2017 and held it in 16 quarters.
  • CI Investments Inc's SVB Financial Group position peaked at $138M in Q1 2022.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on CI Investments Inc's 13F filing for Q2 2023, filed 11 Aug 2023.