JWA
SIVB

JFS Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

JFS Wealth 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
-13
Closed -$2.99K – 2011
2022
Q4 		$2.99K Sell
13
-13
-50% -$3.23K ﹤0.01% 1214
2022
Q3 		$9K Buy
26
+7
+37% +$2.82K ﹤0.01% 786
2022
Q2 		$8K Buy
19
+4
+27% +$1.88K ﹤0.01% 855
2022
Q1 		$8K Buy
15
+3
+25% +$1.82K ﹤0.01% 898
2021
Q4 		$8K Buy
12
+7
+140% +$4.93K ﹤0.01% 730
2021
Q3 		$3K Buy
+5
New +$2.9K ﹤0.01% 766

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

JFS Wealth Advisors's SIVB Position: Q1 2023 in Review

JFS Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 13 shares — an estimated $2.99K sold.

JFS Wealth Advisors first reported a position in SIVB in Q3 2021 and held it in 6 quarters. The position peaked at $9K in Q3 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • JFS Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 13 SVB Financial Group shares in Q1 2023, an estimated $2.99K.
  • JFS Wealth Advisors first reported a position in SVB Financial Group in Q3 2021 and held it in 6 quarters.
  • JFS Wealth Advisors's SVB Financial Group position peaked at $9K in Q3 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.