EWA
SIVB

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

EverSource 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
-157
Closed -$36.1K – 2602
2022
Q4 		$36.1K Buy
157
+104
+196% +$25.8K 0.01% 879
2022
Q3 		$18K Buy
53
+21
+66% +$8.45K ﹤0.01% 945
2022
Q2 		$12K Sell
32
-1
-3% -$471 ﹤0.01% 1001
2022
Q1 		$19K Sell
33
-4
-11% -$2.43K ﹤0.01% 732
2021
Q4 		$25K Buy
+37
New +$26.1K 0.01% 605

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

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

EverSource Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 157 shares — an estimated $36.1K sold.

EverSource Wealth Advisors first reported a position in SIVB in Q4 2021 and held it in 5 quarters. The position peaked at $36.1K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 157 SVB Financial Group shares in Q1 2023, an estimated $36.1K.
  • EverSource Wealth Advisors first reported a position in SVB Financial Group in Q4 2021 and held it in 5 quarters.
  • EverSource Wealth Advisors's SVB Financial Group position peaked at $36.1K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.