Kistler-Tiffany Companies’s SVB Financial Group SIVB Stock Holding History

Kistler-Tiffany Companies’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	-961	Closed	-$221K	–	834
2022 Q4	$221K	Buy	961 +731	+318%	+$182K	0.05%	246
2022 Q3	$77K	Buy	230 +94	+69%	+$37.8K	0.02%	316
2022 Q2	$54K	Buy	136 +9	+7%	+$4.24K	0.01%	369
2022 Q1	$71K	Hold	127	–	–	0.01%	350
2021 Q4	$86K	Hold	127	–	–	0.02%	313
2021 Q3	$82K	Hold	127	–	–	0.02%	300
2021 Q2	$71K	Hold	127	–	–	0.02%	316
2021 Q1	$63K	Hold	127	–	–	0.02%	311
2020 Q4	$49K	Hold	127	–	–	0.01%	308
2020 Q3	$31K	Hold	127	–	–	0.01%	338
2020 Q2	$27K	Buy	127 +27	+27%	+$5.2K	0.01%	329
2020 Q1	$25K	Hold	100	–	–	0.01%	337
2019 Q4	$25K	Hold	100	–	–	0.01%	344
2019 Q3	$21K	Buy	+100	New	+$21K	0.01%	359

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 $1.25B 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

Kistler-Tiffany Companies's SIVB Position: Q1 2023 in Review

Kistler-Tiffany Companies sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 961 shares — an estimated $221K sold.

Kistler-Tiffany Companies first reported a position in SIVB in Q3 2019 and held it in 14 quarters. The position peaked at $221K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Kistler-Tiffany Companies reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Kistler-Tiffany Companies sold 961 SVB Financial Group shares in Q1 2023, an estimated $221K.
Kistler-Tiffany Companies first reported a position in SVB Financial Group in Q3 2019 and held it in 14 quarters.
Kistler-Tiffany Companies's SVB Financial Group position peaked at $221K in Q4 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2023, filed 3 May 2023.