CA
SIVB

Clearstead Advisors’s SVB Financial Group SIVB Stock Holding History

Clearstead Advisors’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
-368
Closed -$84.7K – 1461
2022
Q4 		$84.7K Hold
368
– – 0.01% 531
2022
Q3 		$124K Hold
368
– – 0.01% 436
2022
Q2 		$145K Sell
368
-22
-6% -$10.4K 0.01% 428
2022
Q1 		$218K Buy
390
+22
+6% +$13.4K 0.01% 392
2021
Q4 		$250K Sell
368
-67
-15% -$47.2K 0.02% 356
2021
Q3 		$281K Sell
435
-5
-1% -$2.9K 0.02% 322
2021
Q2 		$245K Buy
440
+5
+1% +$2.77K 0.02% 318
2021
Q1 		$215K Sell
435
-56
-11% -$27.5K 0.02% 324
2020
Q4 		$190K Hold
491
– – 0.02% 325
2020
Q3 		$118K Hold
491
– – 0.01% 353
2020
Q2 		$106K Buy
491
+11
+2% +$2.12K 0.01% 344
2020
Q1 		$73K Buy
+480
New +$106K 0.01% 364

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

Clearstead Advisors's SIVB Position: Q1 2023 in Review

Clearstead Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 368 shares — an estimated $84.7K sold.

Clearstead Advisors first reported a position in SIVB in Q1 2020 and held it in 12 quarters. The position peaked at $281K in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Clearstead Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Clearstead Advisors sold 368 SVB Financial Group shares in Q1 2023, an estimated $84.7K.
  • Clearstead Advisors first reported a position in SVB Financial Group in Q1 2020 and held it in 12 quarters.
  • Clearstead Advisors's SVB Financial Group position peaked at $281K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Clearstead Advisors's 13F filing for Q1 2023, filed 9 May 2023.