FHA
SIVB

First Horizon Advisors’s SVB Financial Group SIVB Stock Holding History

First Horizon 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
-70
Closed -$16.1K – 2585
2022
Q4 		$16.1K Sell
70
-4
-5% -$994 ﹤0.01% 1338
2022
Q3 		$24K Buy
74
+2
+3% +$805 ﹤0.01% 1167
2022
Q2 		$27K Buy
72
+48
+200% +$22.6K ﹤0.01% 1187
2022
Q1 		$13K Sell
24
-41
-63% -$24.9K ﹤0.01% 1034
2021
Q4 		$44K Buy
65
+33
+103% +$23.2K ﹤0.01% 971
2021
Q3 		$20K Buy
32
+24
+300% +$13.9K ﹤0.01% 1292
2021
Q2 		$4K Buy
+8
New +$4.44K ﹤0.01% 1612
2020
Q2 		– Sell
-29
Closed -$4K – 1538
2020
Q1 		$4K Hold
29
– – ﹤0.01% 1181
2019
Q4 		$7K Hold
29
– – ﹤0.01% 1196
2019
Q3 		$6K Hold
29
– – ﹤0.01% 1231
2019
Q2 		$6K Hold
29
– – ﹤0.01% 1254
2019
Q1 		$6K Hold
29
– – ﹤0.01% 1230
2018
Q4 		$5K Buy
+29
New +$7.09K ﹤0.01% 1267
2017
Q1 		– Sell
-18
Closed -$2K – 1668
2016
Q4 		$2K Hold
18
– – ﹤0.01% 1362
2016
Q3 		$2K Buy
+18
New +$1.87K ﹤0.01% 1354
2016
Q2 		– Sell
-10
Closed – – 1494
2016
Q1 		$0 Hold
10
– – ﹤0.01% 1485
2015
Q4 		$1K Hold
10
– – ﹤0.01% 1236
2015
Q3 		$1K Hold
10
– – ﹤0.01% 1364
2015
Q2 		$1K Hold
10
– – ﹤0.01% 1380
2015
Q1 		$1K Hold
10
– – ﹤0.01% 1478
2014
Q4 		$1K Sell
10
-4
-29% -$436 ﹤0.01% 1450
2014
Q3 		$1K Sell
14
-4
-22% -$444 ﹤0.01% 1457
2014
Q2 		$1K Sell
18
-73
-80% -$8.14K ﹤0.01% 1443
2014
Q1 		$11K Sell
91
-84
-48% -$9.81K ﹤0.01% 959
2013
Q4 		$19K Hold
175
– – ﹤0.01% 761
2013
Q3 		$15K Sell
175
-90
-34% -$7.78K ﹤0.01% 747
2013
Q2 		$22K Buy
+265
New +$19.4K 0.01% 350

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 $1.52B AUM 21.38% 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

First Horizon Advisors's SIVB Position: Q1 2023 in Review

First Horizon Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 70 shares — an estimated $16.1K sold.

First Horizon Advisors first reported a position in SIVB in Q2 2013 and held it in 27 quarters. The position peaked at $44K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • First Horizon Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • First Horizon Advisors sold 70 SVB Financial Group shares in Q1 2023, an estimated $16.1K.
  • First Horizon Advisors first reported a position in SVB Financial Group in Q2 2013 and held it in 27 quarters.
  • First Horizon Advisors's SVB Financial Group position peaked at $44K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on First Horizon Advisors's 13F filing for Q1 2023, filed 15 May 2023.