EWA
SIVB

EP Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

EP Wealth 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
-969
Closed -$223K – 724
2022
Q4 		$223K Buy
+969
New +$241K ﹤0.01% 527
2022
Q3 		– Sell
-1,064
Closed -$420K – 670
2022
Q2 		$420K Sell
1,064
-78
-7% -$36.7K 0.01% 410
2022
Q1 		$639K Buy
1,142
+2
+0.2% +$1.21K 0.01% 332
2021
Q4 		$773K Buy
1,140
+74
+7% +$52.1K 0.02% 287
2021
Q3 		$690K Buy
1,066
+4
+0.4% +$2.32K 0.02% 283
2021
Q2 		$591K Sell
1,062
-1
-0.1% -$555 0.02% 308
2021
Q1 		$525K Buy
1,063
+13
+1% +$6.39K 0.02% 307
2020
Q4 		$407K Sell
1,050
-200
-16% -$64.8K 0.01% 299
2020
Q3 		$301K Buy
+1,250
New +$294K 0.01% 291
2020
Q2 		– Hold
0
– – – 322
2020
Q1 		– Sell
-1,128
Closed -$283K – 447
2019
Q4 		$283K Sell
1,128
-38
-3% -$8.64K 0.01% 337
2019
Q3 		$244K Sell
1,166
-95
-8% -$19.9K 0.01% 312
2019
Q2 		$283K Sell
1,261
-32
-2% -$7.4K 0.02% 246
2019
Q1 		$288K Sell
1,293
-21
-2% -$4.89K 0.03% 207
2018
Q4 		$250K Sell
1,314
-387
-23% -$94.6K 0.02% 224
2018
Q3 		$529K Buy
1,701
+224
+15% +$70.7K 0.04% 168
2018
Q2 		$426K Hold
1,477
– – 0.04% 131
2018
Q1 		$354K Sell
1,477
-313
-17% -$78.6K 0.03% 144
2017
Q4 		$418K Sell
1,790
-92
-5% -$19.6K 0.04% 120
2017
Q3 		$352K Sell
1,882
-5
-0.3% -$879 0.04% 122
2017
Q2 		$332K Hold
1,887
– – 0.04% 127
2017
Q1 		$351K Buy
+1,887
New +$343K 0.05% 103

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

EP Wealth Advisors's SIVB Position: Q1 2023 in Review

EP Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 969 shares — an estimated $223K sold.

EP Wealth Advisors first reported a position in SIVB in Q1 2017 and held it in 21 quarters. The position peaked at $773K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • EP Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 969 SVB Financial Group shares in Q1 2023, an estimated $223K.
  • EP Wealth Advisors first reported a position in SVB Financial Group in Q1 2017 and held it in 21 quarters.
  • EP Wealth Advisors's SVB Financial Group position peaked at $773K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on EP Wealth Advisors's 13F filing for Q1 2023, filed 5 Jun 2023.