CIBC Private Wealth Group
SIVB

CIBC Private Wealth Group’s SVB Financial Group SIVB Stock Holding History

CIBC Private Wealth Group’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
-499,392
Closed -$109M – 954
2022
Q4 		$109M Buy
499,392
+54,625
+12% +$13.6M 0.37% 71
2022
Q3 		$149M Buy
444,767
+116,353
+35% +$46.8M 0.4% 70
2022
Q2 		$130M Buy
328,414
+166,295
+103% +$78.3M 0.34% 77
2022
Q1 		$90.7M Buy
162,119
+121,275
+297% +$73.6M 0.2% 110
2021
Q4 		$27.7M Buy
40,844
+40,332
+7,877% +$28.4M 0.06% 216
2021
Q3 		$331K Buy
512
+100
+24% +$58K ﹤0.01% 806
2021
Q2 		$229K Hold
412
– – ﹤0.01% 970
2021
Q1 		$203K Buy
+412
New +$203K ﹤0.01% 992
2019
Q2 		– Sell
-1,140
Closed -$253K – 983
2019
Q1 		$253K Sell
1,140
-690
-38% -$161K ﹤0.01% 856
2018
Q4 		$348K Sell
1,830
-167,555
-99% -$41M ﹤0.01% 753
2018
Q3 		$52.6M Sell
169,385
-730
-0.4% -$230K 0.2% 131
2018
Q2 		$49.1M Buy
170,115
+7,882
+5% +$2.32M 0.2% 134
2018
Q1 		$38.9M Buy
+162,233
New +$40.7M 0.17% 143

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

CIBC Private Wealth Group's SIVB Position: Q1 2023 in Review

CIBC Private Wealth Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 499,392 shares — an estimated $109M sold.

CIBC Private Wealth Group first reported a position in SIVB in Q1 2018 and held it in 13 quarters. The position peaked at $149M in Q3 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • CIBC Private Wealth Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • CIBC Private Wealth Group sold 499,392 SVB Financial Group shares in Q1 2023, an estimated $109M.
  • CIBC Private Wealth Group first reported a position in SVB Financial Group in Q1 2018 and held it in 13 quarters.
  • CIBC Private Wealth Group's SVB Financial Group position peaked at $149M in Q3 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on CIBC Private Wealth Group's 13F filing for Q1 2023, filed 12 May 2023.