GRP
SIVB

Global Retirement Partners’s SVB Financial Group SIVB Stock Holding History

Global Retirement Partners’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
-9,630
Closed -$2.22M – 3401
2022
Q4 		$2.22M Buy
9,630
+6,059
+170% +$1.51M 0.15% 149
2022
Q3 		$825K Buy
3,571
+435
+14% +$175K 0.06% 274
2022
Q2 		$1.24M Buy
3,136
+166
+6% +$78.2K 0.1% 210
2022
Q1 		$1.27M Buy
+2,970
New +$1.8M 0.1% 214
2021
Q4 		– Sell
-208
Closed -$135K – 2031
2021
Q3 		$135K Buy
208
+30
+17% +$17.4K 0.01% 563
2021
Q2 		$99K Buy
178
+9
+5% +$4.99K 0.01% 636
2021
Q1 		$83K Buy
169
+12
+8% +$5.9K 0.01% 623
2020
Q4 		$61K Buy
157
+120
+324% +$38.9K 0.01% 673
2020
Q3 		$9K Sell
37
-1
-3% -$235 ﹤0.01% 1192
2020
Q2 		$8K Hold
38
– – ﹤0.01% 1186
2020
Q1 		$6K Sell
38
-8
-17% -$1.76K ﹤0.01% 1202
2019
Q4 		$12K Buy
46
+18
+64% +$4.09K ﹤0.01% 1122
2019
Q3 		$6K Sell
28
-3,754
-99% -$787K ﹤0.01% 1281
2019
Q2 		$849K Buy
3,782
+830
+28% +$192K 0.16% 126
2019
Q1 		$656K Sell
2,952
-435
-13% -$101K 0.16% 118
2018
Q4 		$643K Sell
3,387
-1,563
-32% -$382K 0.16% 123
2018
Q3 		$1.54M Buy
4,950
+801
+19% +$253K 0.35% 61
2018
Q2 		$1.2M Buy
4,149
+737
+22% +$217K 0.3% 70
2018
Q1 		$819K Buy
3,412
+457
+15% +$115K 0.23% 92
2017
Q4 		$691K Buy
2,955
+972
+49% +$207K 0.19% 103
2017
Q3 		$371K Buy
1,983
+328
+20% +$57.7K 0.15% 130
2017
Q2 		$291K Buy
1,655
+483
+41% +$86.5K 0.14% 143
2017
Q1 		$218K Buy
1,172
+1,109
+1,760% +$202K 0.12% 159
2016
Q4 		$11K Buy
+63
New +$9.03K 0.01% 679

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

Global Retirement Partners's SIVB Position: Q1 2023 in Review

Global Retirement Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 9,630 shares — an estimated $2.22M sold.

Global Retirement Partners first reported a position in SIVB in Q4 2016 and held it in 24 quarters. The position peaked at $2.22M in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Global Retirement Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Global Retirement Partners sold 9,630 SVB Financial Group shares in Q1 2023, an estimated $2.22M.
  • Global Retirement Partners first reported a position in SVB Financial Group in Q4 2016 and held it in 24 quarters.
  • Global Retirement Partners's SVB Financial Group position peaked at $2.22M in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.