LSA
SIVB

L & S Advisors’s SVB Financial Group SIVB Stock Holding History

L & S 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
-4,827
Closed -$1.11M – 341
2022
Q4 		$1.11M Buy
+4,827
New +$1.2M 0.21% 113
2022
Q3 		– Sell
-2,720
Closed -$1.07M – 268
2022
Q2 		$1.07M Sell
2,720
-385
-12% -$181K 0.18% 119
2022
Q1 		$1.74M Sell
3,105
-827
-21% -$502K 0.21% 137
2021
Q4 		$2.67M Sell
3,932
-517
-12% -$364K 0.29% 106
2021
Q3 		$2.88M Buy
4,449
+111
+3% +$64.4K 0.31% 94
2021
Q2 		$2.41M Sell
4,338
-378
-8% -$210K 0.26% 117
2021
Q1 		$2.33M Buy
+4,716
New +$2.32M 0.26% 123

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

L & S Advisors's SIVB Position: Q1 2023 in Review

L & S Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4,827 shares — an estimated $1.11M sold.

L & S Advisors first reported a position in SIVB in Q1 2021 and held it in 7 quarters. The position peaked at $2.88M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • L & S Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • L & S Advisors sold 4,827 SVB Financial Group shares in Q1 2023, an estimated $1.11M.
  • L & S Advisors first reported a position in SVB Financial Group in Q1 2021 and held it in 7 quarters.
  • L & S Advisors's SVB Financial Group position peaked at $2.88M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on L & S Advisors's 13F filing for Q1 2023, filed 10 May 2023.