EI
SIVB

Ellevest Inc’s SVB Financial Group SIVB Stock Holding History

Ellevest Inc’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
-554
Closed -$127K – 2132
2022
Q4 		$127K Buy
554
+349
+170% +$86.7K 0.01% 389
2022
Q3 		$69K Sell
205
-16
-7% -$6.44K 0.01% 501
2022
Q2 		$87K Buy
221
+47
+27% +$22.1K 0.01% 445
2022
Q1 		$97K Buy
174
+90
+107% +$54.6K 0.01% 412
2021
Q4 		$57K Buy
84
+79
+1,580% +$55.7K 0.01% 487
2021
Q3 		$3K Buy
+5
New +$2.9K ﹤0.01% 1093
2021
Q2 		– Sell
-53
Closed -$26K – 1485
2021
Q1 		$26K Hold
53
– – ﹤0.01% 613
2020
Q4 		$21K Sell
53
-24
-31% -$7.78K ﹤0.01% 625
2020
Q3 		$19K Sell
77
-8
-9% -$1.88K ﹤0.01% 536
2020
Q2 		$18K Sell
85
-47
-36% -$9.05K ﹤0.01% 510
2020
Q1 		$20K Buy
132
+33
+33% +$7.26K 0.01% 442
2019
Q4 		$25K Buy
+99
New +$22.5K 0.01% 378

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

Ellevest Inc's SIVB Position: Q1 2023 in Review

Ellevest Inc sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 554 shares — an estimated $127K sold.

Ellevest Inc first reported a position in SIVB in Q4 2019 and held it in 12 quarters. The position peaked at $127K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Ellevest Inc reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 554 SVB Financial Group shares in Q1 2023, an estimated $127K.
  • Ellevest Inc first reported a position in SVB Financial Group in Q4 2019 and held it in 12 quarters.
  • Ellevest Inc's SVB Financial Group position peaked at $127K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.