Creative Planning’s SVB Financial Group SIVB Stock Holding History

Creative Planning’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	-5,184	Closed	-$1.19M	–	2834
2022 Q4	$1.19M	Buy	5,184 +1,024	+25%	+$254K	﹤0.01%	955
2022 Q3	$1.4M	Sell	4,160 -2,576	-38%	-$1.04M	﹤0.01%	812
2022 Q2	$2.66M	Buy	6,736 +628	+10%	+$296K	﹤0.01%	618
2022 Q1	$3.42M	Buy	6,108 +2,069	+51%	+$1.26M	0.01%	556
2021 Q4	$2.74M	Buy	4,039 +102	+3%	+$71.9K	﹤0.01%	594
2021 Q3	$2.55M	Buy	3,937 +88	+2%	+$51K	﹤0.01%	612
2021 Q2	$2.14M	Sell	3,849 -297	-7%	-$165K	﹤0.01%	655
2021 Q1	$2.05M	Buy	4,146 +86	+2%	+$42.3K	﹤0.01%	718
2020 Q4	$1.57M	Sell	4,060 -459	-10%	-$149K	﹤0.01%	756
2020 Q3	$1.09M	Sell	4,519 -532	-11%	-$125K	﹤0.01%	770
2020 Q2	$1.09M	Buy	5,051 +894	+22%	+$172K	﹤0.01%	720
2020 Q1	$628K	Sell	4,157 -1,526	-27%	-$336K	﹤0.01%	839
2019 Q4	$1.43M	Sell	5,683 -181	-3%	-$41.2K	﹤0.01%	644
2019 Q3	$1.23M	Buy	5,864 +1,302	+29%	+$273K	﹤0.01%	669
2019 Q2	$1.02M	Sell	4,562 -414	-8%	-$95.7K	﹤0.01%	754
2019 Q1	$1.11M	Buy	4,976 +1,115	+29%	+$260K	﹤0.01%	692
2018 Q4	$733K	Sell	3,861 -1,231	-24%	-$301K	﹤0.01%	793
2018 Q3	$1.58M	Sell	5,092 -58	-1%	-$18.3K	0.01%	554
2018 Q2	$1.49M	Sell	5,150 -87	-2%	-$25.6K	0.01%	555
2018 Q1	$1.26M	Buy	5,237 +1,129	+27%	+$283K	0.01%	616
2017 Q4	$960K	Sell	4,108 -516	-11%	-$110K	﹤0.01%	757
2017 Q3	$865K	Sell	4,624 -109	-2%	-$19.2K	﹤0.01%	787
2017 Q2	$832K	Sell	4,733 -1,136	-19%	-$203K	﹤0.01%	780
2017 Q1	$1.09M	Sell	5,869 -359	-6%	-$65.3K	0.01%	629
2016 Q4	$1.07M	Sell	6,228 -504	-7%	-$72.3K	0.01%	597
2016 Q3	$744K	Buy	6,732 +1,318	+24%	+$137K	﹤0.01%	716
2016 Q2	$515K	Sell	5,414 -1,892	-26%	-$194K	﹤0.01%	764
2016 Q1	$746K	Buy	7,306 +19	+0.3%	+$1.84K	0.01%	590
2015 Q4	$866K	Sell	7,287 -181	-2%	-$22.5K	0.01%	552
2015 Q3	$863K	Buy	+7,468	New	+$1M	0.01%	523
2015 Q2	–	Sell	-1,203	Closed	-$153K	–	4129
2015 Q1	$153K	Hold	1,203	–	–	﹤0.01%	1334
2014 Q4	$140K	Buy	1,203 +1,143	+1,905%	+$125K	﹤0.01%	1357
2014 Q3	$7K	Sell	60 -368	-86%	-$40.8K	﹤0.01%	3173
2014 Q2	$50K	Buy	+428	New	+$47.7K	﹤0.01%	1892
2014 Q1	–	Sell	-137	Closed	-$14K	–	3950
2013 Q4	$14K	Hold	137	–	–	﹤0.01%	2409
2013 Q3	$12K	Hold	137	–	–	﹤0.01%	2390
2013 Q2	$11K	Buy	+137	New	+$10K	﹤0.01%	2262

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Creative Planning's SIVB Position: Q1 2023 in Review

Creative Planning sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 5,184 shares — an estimated $1.19M sold.

Creative Planning first reported a position in SIVB in Q2 2013 and held it in 37 quarters. The position peaked at $3.42M in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Creative Planning reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 5,184 SVB Financial Group shares in Q1 2023, an estimated $1.19M.
Creative Planning first reported a position in SVB Financial Group in Q2 2013 and held it in 37 quarters.
Creative Planning's SVB Financial Group position peaked at $3.42M in Q1 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

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