Envestnet Asset Management
SIVB

Envestnet Asset Management’s SVB Financial Group SIVB Stock Holding History

Envestnet Asset Management’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
-18,742
Closed -$4.31M – 4191
2022
Q4 		$4.31M Sell
18,742
-9,299
-33% -$2.31M ﹤0.01% 1685
2022
Q3 		$9.42M Sell
28,041
-402
-1% -$162K 0.01% 1157
2022
Q2 		$11.2M Buy
28,443
+1,410
+5% +$664K 0.01% 1084
2022
Q1 		$15.1M Sell
27,033
-332
-1% -$201K 0.01% 992
2021
Q4 		$18.6M Buy
27,365
+4,776
+21% +$3.36M 0.01% 874
2021
Q3 		$14.6M Buy
22,589
+228
+1% +$132K 0.01% 945
2021
Q2 		$12.4M Buy
22,361
+2,687
+14% +$1.49M 0.01% 1004
2021
Q1 		$9.71M Buy
19,674
+4,532
+30% +$2.23M 0.01% 1059
2020
Q4 		$5.87M Buy
15,142
+5,648
+59% +$1.83M ﹤0.01% 1194
2020
Q3 		$2.28M Sell
9,494
-100
-1% -$23.5K ﹤0.01% 1549
2020
Q2 		$2.07M Sell
9,594
-1,630
-15% -$314K ﹤0.01% 1557
2020
Q1 		$1.7M Sell
11,224
-107
-0.9% -$23.6K ﹤0.01% 1506
2019
Q4 		$2.85M Buy
11,331
+694
+7% +$158K ﹤0.01% 1425
2019
Q3 		$2.22M Buy
10,637
+626
+6% +$131K ﹤0.01% 1491
2019
Q2 		$2.25M Buy
10,011
+965
+11% +$223K ﹤0.01% 1493
2019
Q1 		$2.01M Sell
9,046
-1,481
-14% -$345K ﹤0.01% 1480
2018
Q4 		$2M Buy
+10,527
New +$2.57M ﹤0.01% 1342
2018
Q3 		– Sell
-3,640
Closed -$1.05M – 3150
2018
Q2 		$1.05M Sell
3,640
-393
-10% -$115K ﹤0.01% 1039
2018
Q1 		$1M Sell
4,033
-6,447
-62% -$1.62M ﹤0.01% 948
2017
Q4 		$2.45M Buy
10,480
+408
+4% +$86.9K 0.01% 861
2017
Q3 		$1.88M Sell
10,072
-607
-6% -$107K ﹤0.01% 933
2017
Q2 		$1.88M Buy
10,679
+469
+5% +$84K 0.01% 953
2017
Q1 		$1.9M Sell
10,210
-1,352
-12% -$246K 0.01% 958
2016
Q4 		$1.98M Sell
11,562
-176
-1% -$25.2K 0.01% 920
2016
Q3 		$1.3M Sell
11,738
-6,093
-34% -$634K 0.01% 1127
2016
Q2 		$1.7M Buy
17,831
+75
+0.4% +$7.67K 0.01% 1095
2016
Q1 		$1.81M Buy
17,756
+4,433
+33% +$429K 0.01% 1044
2015
Q4 		$1.58M Sell
13,323
-301
-2% -$37.3K 0.01% 1058
2015
Q3 		$1.57M Sell
13,624
-1,239
-8% -$166K 0.01% 1054
2015
Q2 		$2.14M Sell
14,863
-1,567
-10% -$212K 0.01% 1017
2015
Q1 		$2.09M Buy
16,430
+16,021
+3,917% +$1.91M 0.01% 950
2014
Q4 		$47K Sell
409
-124
-23% -$13.5K ﹤0.01% 1443
2014
Q3 		$60K Sell
533
-77
-13% -$8.54K ﹤0.01% 1465
2014
Q2 		$71K Buy
610
+75
+14% +$8.36K ﹤0.01% 1325
2014
Q1 		$69K Buy
535
+71
+15% +$8.3K ﹤0.01% 1256
2013
Q4 		$49K Buy
464
+111
+31% +$10.9K ﹤0.01% 1221
2013
Q3 		$30K Buy
353
+5
+1% +$432 ﹤0.01% 1356
2013
Q2 		$29K Buy
+348
New +$25.5K ﹤0.01% 1328

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

Envestnet Asset Management's SIVB Position: Q1 2023 in Review

Envestnet Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 18,742 shares — an estimated $4.31M sold.

Envestnet Asset Management first reported a position in SIVB in Q2 2013 and held it in 38 quarters. The position peaked at $18.6M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Envestnet Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 18,742 SVB Financial Group shares in Q1 2023, an estimated $4.31M.
  • Envestnet Asset Management first reported a position in SVB Financial Group in Q2 2013 and held it in 38 quarters.
  • Envestnet Asset Management's SVB Financial Group position peaked at $18.6M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.