Janney Montgomery Scott
SIVB

Janney Montgomery Scott’s SVB Financial Group SIVB Stock Holding History

Janney Montgomery Scott’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
-2,677
Closed -$616K – 2741
2022
Q4 		$616K Sell
2,677
-430
-14% -$107K ﹤0.01% 1639
2022
Q3 		$1.04M Sell
3,107
-2,710
-47% -$1.09M ﹤0.01% 1287
2022
Q2 		$2.35M Sell
5,817
-17,282
-75% -$8.14M 0.01% 861
2022
Q1 		$12.9M Buy
23,099
+406
+2% +$246K 0.06% 313
2021
Q4 		$15.4M Sell
22,693
-1,852
-8% -$1.3M 0.06% 287
2021
Q3 		$15.9M Buy
24,545
+1,948
+9% +$1.13M 0.07% 256
2021
Q2 		$12.6M Buy
22,597
+1,246
+6% +$691K 0.06% 306
2021
Q1 		$10.5M Buy
21,351
+17,727
+489% +$8.72M 0.05% 318
2020
Q4 		$1.41M Buy
3,624
+306
+9% +$99.2K 0.01% 1022
2020
Q3 		$798K Sell
3,318
-390
-11% -$91.8K ﹤0.01% 1195
2020
Q2 		$799K Sell
3,708
-2,538
-41% -$489K 0.01% 1149
2020
Q1 		$944K Buy
6,246
+210
+3% +$46.2K 0.01% 950
2019
Q4 		$1.51M Sell
6,036
-4,322
-42% -$983K 0.01% 894
2019
Q3 		$2.16M Sell
10,358
-516
-5% -$108K 0.02% 734
2019
Q2 		$2.44M Buy
10,874
+3,017
+38% +$698K 0.02% 651
2019
Q1 		$1.75M Buy
7,857
+6,343
+419% +$1.48M 0.01% 772
2018
Q4 		$288K Sell
1,514
-1,144
-43% -$280K ﹤0.01% 1585
2018
Q3 		$826K Buy
2,658
+22
+0.8% +$6.94K 0.01% 1149
2018
Q2 		$761K Buy
+2,636
New +$775K 0.01% 1140

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

Janney Montgomery Scott's SIVB Position: Q1 2023 in Review

Janney Montgomery Scott sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,677 shares — an estimated $616K sold.

Janney Montgomery Scott first reported a position in SIVB in Q2 2018 and held it in 19 quarters. The position peaked at $15.9M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Janney Montgomery Scott reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 2,677 SVB Financial Group shares in Q1 2023, an estimated $616K.
  • Janney Montgomery Scott first reported a position in SVB Financial Group in Q2 2018 and held it in 19 quarters.
  • Janney Montgomery Scott's SVB Financial Group position peaked at $15.9M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.