CW
SIVB

Connectus Wealth’s SVB Financial Group SIVB Stock Holding History

Connectus Wealth’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
-2,380
Closed -$548K – 478
2022
Q4 		$548K Sell
2,380
-56,722
-96% -$14.1M 0.01% 331
2022
Q3 		$19.8M Buy
59,102
+46,549
+371% +$18.7M 0.41% 70
2022
Q2 		$4.96M Buy
+12,553
New +$5.91M 0.11% 148

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

Connectus Wealth's SIVB Position: Q1 2023 in Review

Connectus Wealth sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,380 shares — an estimated $548K sold.

Connectus Wealth first reported a position in SIVB in Q2 2022 and held it in 3 quarters. The position peaked at $19.8M in Q3 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Connectus Wealth reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Connectus Wealth sold 2,380 SVB Financial Group shares in Q1 2023, an estimated $548K.
  • Connectus Wealth first reported a position in SVB Financial Group in Q2 2022 and held it in 3 quarters.
  • Connectus Wealth's SVB Financial Group position peaked at $19.8M in Q3 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Connectus Wealth's 13F filing for Q1 2023, filed 11 May 2023.