CWP
SIVB

Concord Wealth Partners’s SVB Financial Group SIVB Stock Holding History

Concord Wealth Partners’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
-7
Closed -$1.61K – 1273
2022
Q4 		$1.61K Buy
+7
New +$1.74K ﹤0.01% 988
2022
Q3 		– Sell
-7
Closed -$3K – 1284
2022
Q2 		$3K Hold
7
– – ﹤0.01% 981
2022
Q1 		$4K Hold
7
– – ﹤0.01% 994
2021
Q4 		$5K Hold
7
– – ﹤0.01% 969
2021
Q3 		$5K Hold
7
– – ﹤0.01% 611
2021
Q2 		$4K Buy
7
+2
+40% +$1.11K ﹤0.01% 795
2021
Q1 		$2K Buy
+5
New +$2.46K ﹤0.01% 874

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

Concord Wealth Partners's SIVB Position: Q1 2023 in Review

Concord Wealth Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 7 shares — an estimated $1.61K sold.

Concord Wealth Partners first reported a position in SIVB in Q1 2021 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Concord Wealth Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 7 SVB Financial Group shares in Q1 2023, an estimated $1.61K.
  • Concord Wealth Partners first reported a position in SVB Financial Group in Q1 2021 and held it in 7 quarters.
  • Concord Wealth Partners's SVB Financial Group position peaked at $5K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.