CWM
SIVB

CIBC World Markets’s SVB Financial Group SIVB Stock Holding History

CIBC World Markets’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
-19,556
Closed -$4.5M – 731
2022
Q4 		$4.5M Buy
19,556
+9,800
+100% +$2.43M 0.03% 343
2022
Q3 		$3.28M Sell
9,756
-3,496
-26% -$1.41M 0.05% 204
2022
Q2 		$5.23M Sell
13,252
-537
-4% -$253K 0.05% 210
2022
Q1 		$7.71M Buy
13,789
+1,143
+9% +$694K 0.06% 200
2021
Q4 		$8.58M Sell
12,646
-2,852
-18% -$2.01M 0.05% 201
2021
Q3 		$10M Buy
15,498
+1,663
+12% +$964K 0.07% 192
2021
Q2 		$7.7M Sell
13,835
-35,740
-72% -$19.8M 0.05% 198
2021
Q1 		$24.5M Buy
49,575
+28,759
+138% +$14.1M 0.15% 110
2020
Q4 		$8.07M Buy
20,816
+2,635
+14% +$854K 0.04% 273
2020
Q3 		$4.38M Buy
18,181
+1,851
+11% +$435K 0.04% 307
2020
Q2 		$3.52M Buy
16,330
+2,037
+14% +$392K 0.04% 303
2020
Q1 		$2.16M Sell
14,293
-11,305
-44% -$2.49M 0.03% 331
2019
Q4 		$6.43M Buy
25,598
+19,728
+336% +$4.49M 0.04% 347
2019
Q3 		$1.23M Sell
5,870
-3,223
-35% -$675K 0.01% 585
2019
Q2 		$2.04M Buy
9,093
+2,123
+30% +$491K 0.02% 571
2019
Q1 		$1.55M Sell
6,970
-1,364
-16% -$318K 0.01% 539
2018
Q4 		$1.58M Buy
8,334
+1,321
+19% +$323K 0.01% 495
2018
Q3 		$2.18M Sell
7,013
-470
-6% -$148K 0.02% 525
2018
Q2 		$2.16M Buy
7,483
+629
+9% +$185K 0.02% 556
2018
Q1 		$1.65M Buy
+6,854
New +$1.72M 0.02% 547

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 $8.74B AUM 14.62% 1-Year Est. Return

CIBC World Markets's SIVB Position: Q1 2023 in Review

CIBC World Markets sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 19,556 shares — an estimated $4.5M sold.

CIBC World Markets first reported a position in SIVB in Q1 2018 and held it in 20 quarters. The position peaked at $24.5M in Q1 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • CIBC World Markets reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • CIBC World Markets sold 19,556 SVB Financial Group shares in Q1 2023, an estimated $4.5M.
  • CIBC World Markets first reported a position in SVB Financial Group in Q1 2018 and held it in 20 quarters.
  • CIBC World Markets's SVB Financial Group position peaked at $24.5M in Q1 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on CIBC World Markets's 13F filing for Q1 2023, filed 11 May 2023.