Commonwealth Equity Services
SIVB

Commonwealth Equity Services’s SVB Financial Group SIVB Stock Holding History

Commonwealth Equity Services’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
-5,694
Closed -$1.31M – 3926
2022
Q4 		$1.31M Sell
5,694
-298
-5% -$74K ﹤0.01% 1780
2022
Q3 		$2.01M Buy
5,992
+497
+9% +$200K 0.01% 1414
2022
Q2 		$2.17M Buy
5,495
+645
+13% +$304K 0.01% 1390
2022
Q1 		$2.71M Sell
4,850
-105
-2% -$63.7K 0.01% 1306
2021
Q4 		$3.36M Buy
4,955
+122
+3% +$85.9K 0.01% 1141
2021
Q3 		$3.13M Sell
4,833
-1,644
-25% -$953K 0.01% 1147
2021
Q2 		$3.6M Sell
6,477
-3,399
-34% -$1.89M 0.01% 1042
2021
Q1 		$4.88M Buy
9,876
+3,188
+48% +$1.57M 0.01% 796
2020
Q4 		$2.59M Buy
6,688
+552
+9% +$179K 0.01% 1072
2020
Q3 		$1.48M Buy
6,136
+47
+0.8% +$11.1K 0.01% 1266
2020
Q2 		$1.31M Buy
6,089
+160
+3% +$30.8K 0.01% 1262
2020
Q1 		$895K Buy
5,929
+432
+8% +$95.1K ﹤0.01% 1327
2019
Q4 		$1.38M Buy
5,497
+960
+21% +$218K 0.01% 1236
2019
Q3 		$948K Buy
4,537
+278
+7% +$58.3K ﹤0.01% 1393
2019
Q2 		$956K Sell
4,259
-155
-4% -$35.8K ﹤0.01% 1371
2019
Q1 		$981K Sell
4,414
-3,447
-44% -$803K ﹤0.01% 1308
2018
Q4 		$1.49M Buy
7,861
+1,647
+27% +$403K 0.01% 985
2018
Q3 		$1.93M Buy
6,214
+38
+0.6% +$12K 0.01% 943
2018
Q2 		$1.78M Buy
6,176
+1,334
+28% +$392K 0.01% 958
2018
Q1 		$1.16M Buy
4,842
+1,169
+32% +$293K 0.01% 1173
2017
Q4 		$859K Buy
3,673
+1,309
+55% +$279K ﹤0.01% 1323
2017
Q3 		$442K Hold
2,364
– – ﹤0.01% 1694
2017
Q2 		$416K Sell
2,364
-6
-0.3% -$1.07K ﹤0.01% 1692
2017
Q1 		$441K Buy
2,370
+562
+31% +$102K ﹤0.01% 1582
2016
Q4 		$310K Sell
1,808
-341
-16% -$48.9K ﹤0.01% 1753
2016
Q3 		$238K Sell
2,149
-840
-28% -$87.4K ﹤0.01% 1879
2016
Q2 		$284K Buy
2,989
+153
+5% +$15.7K ﹤0.01% 1706
2016
Q1 		$289K Buy
2,836
+14
+0.5% +$1.35K ﹤0.01% 1667
2015
Q4 		$336K Buy
2,822
+34
+1% +$4.22K ﹤0.01% 1526
2015
Q3 		$322K Buy
2,788
+271
+11% +$36.3K ﹤0.01% 1507
2015
Q2 		$362K Sell
2,517
-136
-5% -$18.4K ﹤0.01% 1527
2015
Q1 		$337K Sell
2,653
-501
-16% -$59.9K ﹤0.01% 1562
2014
Q4 		$366K Sell
3,154
-36
-1% -$3.93K ﹤0.01% 1443
2014
Q3 		$358K Buy
3,190
+2
+0.1% +$222 ﹤0.01% 1443
2014
Q2 		$372K Buy
3,188
+1,286
+68% +$143K ﹤0.01% 1413
2014
Q1 		$245K Buy
+1,902
New +$222K ﹤0.01% 1615

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 $1.52B AUM 21.38% 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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services's SIVB Position: Q1 2023 in Review

Commonwealth Equity Services sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 5,694 shares — an estimated $1.31M sold.

Commonwealth Equity Services first reported a position in SIVB in Q1 2014 and held it in 36 quarters. The position peaked at $4.88M in Q1 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Commonwealth Equity Services reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,694 SVB Financial Group shares in Q1 2023, an estimated $1.31M.
  • Commonwealth Equity Services first reported a position in SVB Financial Group in Q1 2014 and held it in 36 quarters.
  • Commonwealth Equity Services's SVB Financial Group position peaked at $4.88M in Q1 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.