CA
SIVB

Crewe Advisors’s SVB Financial Group SIVB Stock Holding History

Crewe Advisors’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
-52
Closed -$12K – 1070
2022
Q4 		$12K Sell
52
-8
-13% -$1.99K ﹤0.01% 520
2022
Q3 		$20K Hold
60
– – ﹤0.01% 467
2022
Q2 		$24K Buy
+60
New +$28.3K 0.01% 393

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

Crewe Advisors's SIVB Position: Q1 2023 in Review

Crewe Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 52 shares — an estimated $12K sold.

Crewe Advisors first reported a position in SIVB in Q2 2022 and held it in 3 quarters. The position peaked at $24K in Q2 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Crewe Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 52 SVB Financial Group shares in Q1 2023, an estimated $12K.
  • Crewe Advisors first reported a position in SVB Financial Group in Q2 2022 and held it in 3 quarters.
  • Crewe Advisors's SVB Financial Group position peaked at $24K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.