KA
SIVB

Kintegral Advisory’s SVB Financial Group SIVB Stock Holding History

Kintegral Advisory’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
-3,614
Closed -$832K – 266
2022
Q4 		$832K Buy
3,614
+869
+32% +$216K 0.11% 171
2022
Q3 		$922K Hold
2,745
– – 0.13% 146
2022
Q2 		$1.08M Buy
2,745
+58
+2% +$27.3K 0.14% 141
2022
Q1 		$1.5M Buy
2,687
+60
+2% +$36.4K 0.17% 127
2021
Q4 		$1.78M Hold
2,627
– – 0.18% 120
2021
Q3 		$1.7M Hold
2,627
– – 0.2% 119
2021
Q2 		$1.46M Hold
2,627
– – 0.17% 130
2021
Q1 		$1.3M Hold
2,627
– – 0.17% 131
2020
Q4 		$1.02M Hold
2,627
– – 0.14% 139
2020
Q3 		$632K Sell
2,627
-85
-3% -$20K 0.1% 175
2020
Q2 		$585K Hold
2,712
– – 0.09% 183
2020
Q1 		$410K Buy
2,712
+304
+13% +$66.9K 0.08% 200
2019
Q4 		$605K Hold
2,408
– – 0.11% 172
2019
Q3 		$503K Hold
2,408
– – 0.1% 189
2019
Q2 		$541K Hold
2,408
– – 0.11% 183
2019
Q1 		$535K Buy
2,408
+1,231
+105% +$287K 0.11% 179
2018
Q4 		$224K Buy
+1,177
New +$288K 0.07% 212

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 $1.52B AUM 21.38% 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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Kintegral Advisory's SIVB Position: Q1 2023 in Review

Kintegral Advisory sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 3,614 shares — an estimated $832K sold.

Kintegral Advisory first reported a position in SIVB in Q4 2018 and held it in 17 quarters. The position peaked at $1.78M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Kintegral Advisory reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Kintegral Advisory sold 3,614 SVB Financial Group shares in Q1 2023, an estimated $832K.
  • Kintegral Advisory first reported a position in SVB Financial Group in Q4 2018 and held it in 17 quarters.
  • Kintegral Advisory's SVB Financial Group position peaked at $1.78M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Kintegral Advisory's 13F filing for Q1 2023, filed 27 Apr 2023.