HCP
SIVB

Holt Capital Partners’s SVB Financial Group SIVB Stock Holding History

Holt Capital 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
-2,355
Closed -$542K – 159
2022
Q4 		$542K Sell
2,355
-50
-2% -$12.4K 0.11% 103
2022
Q3 		$808K Buy
2,405
+16
+0.7% +$6.44K 0.24% 67
2022
Q2 		$944K Buy
+2,389
New +$1.13M 0.2% 78

Other funds holding SIVB

JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 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 $177B AUM 39.86% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
TAMH
Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 1-Year Est. Return

Holt Capital Partners's SIVB Position: Q1 2023 in Review

Holt Capital Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,355 shares — an estimated $542K sold.

Holt Capital Partners first reported a position in SIVB in Q2 2022 and held it in 3 quarters. The position peaked at $944K in Q2 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Holt Capital Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Holt Capital Partners sold 2,355 SVB Financial Group shares in Q1 2023, an estimated $542K.
  • Holt Capital Partners first reported a position in SVB Financial Group in Q2 2022 and held it in 3 quarters.
  • Holt Capital Partners's SVB Financial Group position peaked at $944K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Holt Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.