Industrial Alliance Investment Management’s SVB Financial Group SIVB Stock Holding History

Industrial Alliance Investment Management’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	-5,190	Closed	-$1.19M	–	585
2022 Q4	$1.19M	Buy	5,190 +30	+0.6%	+$7.45K	0.03%	252
2022 Q3	$1.73M	Sell	5,160 -8,865	-63%	-$3.57M	0.05%	228
2022 Q2	$5.54M	Buy	+14,025	New	+$6.61M	0.16%	134
2022 Q1	–	Sell	-250	Closed	-$170K	–	460
2021 Q4	$170K	Buy	+250	New	+$176K	﹤0.01%	363

Other funds holding SIVB

TAMH

Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 1-Year Est. Return

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Industrial Alliance Investment Management's SIVB Position: Q1 2023 in Review

Industrial Alliance Investment Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 5,190 shares — an estimated $1.19M sold.

Industrial Alliance Investment Management first reported a position in SIVB in Q4 2021 and held it in 4 quarters. The position peaked at $5.54M in Q2 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Industrial Alliance Investment Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 5,190 SVB Financial Group shares in Q1 2023, an estimated $1.19M.
Industrial Alliance Investment Management first reported a position in SVB Financial Group in Q4 2021 and held it in 4 quarters.
Industrial Alliance Investment Management's SVB Financial Group position peaked at $5.54M in Q2 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q1 2023, filed 11 May 2023.