GWS
SIVB

Glassman Wealth Services’s SVB Financial Group SIVB Stock Holding History

Glassman Wealth Services’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
-126
Closed -$29K – 2045
2022
Q4 		$29K Buy
126
+64
+103% +$15.9K 0.01% 561
2022
Q3 		$21K Buy
62
+20
+48% +$8.05K ﹤0.01% 610
2022
Q2 		$17K Buy
42
+5
+14% +$2.35K ﹤0.01% 684
2022
Q1 		$21K Buy
37
+3
+9% +$1.82K ﹤0.01% 643
2021
Q4 		$23K Buy
34
+13
+62% +$9.16K ﹤0.01% 581
2021
Q3 		$14K Buy
21
+8
+62% +$4.64K ﹤0.01% 687
2021
Q2 		$7K Buy
13
+5
+63% +$2.77K ﹤0.01% 857
2021
Q1 		$4K Buy
8
+2
+33% +$984 ﹤0.01% 966
2020
Q4 		$2K Hold
6
– – ﹤0.01% 1139
2020
Q3 		$1K Hold
6
– – ﹤0.01% 1301
2020
Q2 		$1K Sell
6
-4
-40% -$770 ﹤0.01% 1182
2020
Q1 		$2K Sell
10
-3
-23% -$660 ﹤0.01% 788
2019
Q4 		$3K Buy
13
+10
+333% +$2.27K ﹤0.01% 717
2019
Q3 		$1K Sell
3
-1
-25% -$210 ﹤0.01% 1004
2019
Q2 		$1K Buy
4
+1
+33% +$231 ﹤0.01% 1024
2019
Q1 		$1K Hold
3
– – ﹤0.01% 993
2018
Q4 		$1K Buy
+3
New +$734 ﹤0.01% 742

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

Glassman Wealth Services's SIVB Position: Q1 2023 in Review

Glassman Wealth Services sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 126 shares — an estimated $29K sold.

Glassman Wealth Services first reported a position in SIVB in Q4 2018 and held it in 17 quarters. The position peaked at $29K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Glassman Wealth Services reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 126 SVB Financial Group shares in Q1 2023, an estimated $29K.
  • Glassman Wealth Services first reported a position in SVB Financial Group in Q4 2018 and held it in 17 quarters.
  • Glassman Wealth Services's SVB Financial Group position peaked at $29K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.