C
SIVB

Covestor’s SVB Financial Group SIVB Stock Holding History

Covestor’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
-251
Closed -$58K – 2801
2022
Q4 		$58K Buy
251
+12
+5% +$2.98K 0.05% 674
2022
Q3 		$80K Buy
239
+204
+583% +$82.1K 0.07% 476
2022
Q2 		$14K Buy
35
+3
+9% +$1.41K 0.01% 1098
2022
Q1 		$18K Buy
32
+13
+68% +$7.89K 0.01% 1103
2021
Q4 		$13K Buy
+19
New +$13.4K 0.02% 962

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

Covestor's SIVB Position: Q1 2023 in Review

Covestor sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 251 shares — an estimated $58K sold.

Covestor first reported a position in SIVB in Q4 2021 and held it in 5 quarters. The position peaked at $80K in Q3 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Covestor reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Covestor sold 251 SVB Financial Group shares in Q1 2023, an estimated $58K.
  • Covestor first reported a position in SVB Financial Group in Q4 2021 and held it in 5 quarters.
  • Covestor's SVB Financial Group position peaked at $80K in Q3 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.