HighTower Advisors
SIVB

HighTower Advisors’s SVB Financial Group SIVB Stock Holding History

HighTower 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
-4,057
Closed -$934K – 3769
2022
Q4 		$934K Sell
4,057
-268
-6% -$66.6K ﹤0.01% 1715
2022
Q3 		$1.45M Buy
4,325
+237
+6% +$95.4K ﹤0.01% 1414
2022
Q2 		$1.61M Sell
4,088
-31
-0.8% -$14.6K ﹤0.01% 1369
2022
Q1 		$2.3M Sell
4,119
-200
-5% -$121K 0.01% 1291
2021
Q4 		$2.92M Buy
4,319
+37
+0.9% +$26.1K 0.01% 1160
2021
Q3 		$2.77M Buy
4,282
+59
+1% +$34.2K 0.01% 1090
2021
Q2 		$2.35M Buy
4,223
+243
+6% +$135K 0.01% 1143
2021
Q1 		$1.96M Sell
3,980
-5,640
-59% -$2.77M 0.01% 1139
2020
Q4 		$3.73M Buy
9,620
+5,304
+123% +$1.72M 0.02% 679
2020
Q3 		$1.04M Buy
4,316
+222
+5% +$52.2K 0.01% 1196
2020
Q2 		$884K Sell
4,094
-1,003
-20% -$193K ﹤0.01% 1187
2020
Q1 		$769K Sell
5,097
-655
-11% -$144K 0.01% 1134
2019
Q4 		$1.45M Sell
5,752
-384
-6% -$87.3K 0.01% 969
2019
Q3 		$1.29M Sell
6,136
-4,974
-45% -$1.04M 0.01% 1065
2019
Q2 		$2.46M Buy
11,110
+1,725
+18% +$399K 0.01% 823
2019
Q1 		$2.06M Buy
9,385
+5,736
+157% +$1.34M 0.01% 842
2018
Q4 		$692K Sell
3,649
-325
-8% -$79.5K 0.01% 1196
2018
Q3 		$1.23M Buy
3,974
+576
+17% +$182K 0.01% 1036
2018
Q2 		$980K Sell
3,398
-23
-0.7% -$6.76K 0.01% 1123
2018
Q1 		$821K Buy
3,421
+239
+8% +$60K 0.01% 1177
2017
Q4 		$741K Buy
3,182
+52
+2% +$11.1K 0.01% 1265
2017
Q3 		$586K Sell
3,130
-124
-4% -$21.8K 0.01% 1360
2017
Q2 		$573K Sell
3,254
-9,581
-75% -$1.72M 0.01% 1301
2017
Q1 		$2.41M Buy
12,835
+1,077
+9% +$196K 0.02% 696
2016
Q4 		$2.02M Buy
11,758
+5,874
+100% +$842K 0.02% 699
2016
Q3 		$651K Buy
5,884
+396
+7% +$41.2K 0.01% 1106
2016
Q2 		$521K Sell
5,488
-1,664
-23% -$170K 0.01% 1119
2016
Q1 		$729K Buy
7,152
+3,597
+101% +$348K ﹤0.01% 1193
2015
Q4 		$422K Buy
3,555
+297
+9% +$36.8K 0.01% 1409
2015
Q3 		$376K Buy
+3,258
New +$436K 0.01% 1345

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

HighTower Advisors's SIVB Position: Q1 2023 in Review

HighTower Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4,057 shares — an estimated $934K sold.

HighTower Advisors first reported a position in SIVB in Q3 2015 and held it in 30 quarters. The position peaked at $3.73M in Q4 2020. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • HighTower Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • HighTower Advisors sold 4,057 SVB Financial Group shares in Q1 2023, an estimated $934K.
  • HighTower Advisors first reported a position in SVB Financial Group in Q3 2015 and held it in 30 quarters.
  • HighTower Advisors's SVB Financial Group position peaked at $3.73M in Q4 2020.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.