HF
SIVB

HRT Financial’s SVB Financial Group SIVB Stock Holding History

HRT Financial’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
-4,082
Closed -$939K – 3630
2022
Q4 		$939K Buy
+4,082
New +$1.01M 0.01% 1012
2020
Q3 		– Sell
-5,745
Closed -$1.24M – 2595
2020
Q2 		$1.24M Buy
+5,745
New +$1.11M 0.04% 484
2020
Q1 		– Sell
-1,335
Closed -$335K – 1599
2019
Q4 		$335K Buy
+1,335
New +$304K 0.01% 696
2018
Q4 		– Sell
-1,586
Closed -$492K – 829
2018
Q3 		$492K Buy
+1,586
New +$500K 0.08% 176
2017
Q2 		– Sell
-1,270
Closed -$236K – 168
2017
Q1 		$236K Buy
+1,270
New +$231K 0.22% 74

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 $8.74B AUM 14.62% 1-Year Est. Return

HRT Financial's SIVB Position: Q1 2023 in Review

HRT Financial sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4,082 shares — an estimated $939K sold.

HRT Financial first reported a position in SIVB in Q1 2017 and held it in 5 quarters. The position peaked at $1.24M in Q2 2020. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • HRT Financial reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • HRT Financial sold 4,082 SVB Financial Group shares in Q1 2023, an estimated $939K.
  • HRT Financial first reported a position in SVB Financial Group in Q1 2017 and held it in 5 quarters.
  • HRT Financial's SVB Financial Group position peaked at $1.24M in Q2 2020.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on HRT Financial's 13F filing for Q1 2023, filed 12 May 2023.