Laird Norton Wetherby Wealth Management’s SVB Financial Group SIVB Stock Holding History

Laird Norton Wetherby Wealth Management’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	-1,093	Closed	-$252K	–	961
2022 Q4	$252K	Buy	+1,093	New	+$271K	0.02%	739
2022 Q2	–	Sell	-436	Closed	-$244K	–	1002
2022 Q1	$244K	Sell	436 -63	-13%	-$38.2K	0.01%	789
2021 Q4	$338K	Buy	499 +13	+3%	+$9.16K	0.02%	678
2021 Q3	$314K	Buy	486 +75	+18%	+$43.5K	0.02%	697
2021 Q2	$229K	Buy	+411	New	+$228K	0.01%	815
2020 Q1	–	Sell	-802	Closed	-$201K	–	767
2019 Q4	$201K	Sell	802 -1,492	-65%	-$339K	0.02%	664
2019 Q3	$479K	Sell	2,294 -59	-3%	-$12.4K	0.05%	417
2019 Q2	$528K	Buy	+2,353	New	+$544K	0.06%	380

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 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

Laird Norton Wetherby Wealth Management's SIVB Position: Q1 2023 in Review

Laird Norton Wetherby Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,093 shares — an estimated $252K sold.

Laird Norton Wetherby Wealth Management first reported a position in SIVB in Q2 2019 and held it in 8 quarters. The position peaked at $528K in Q2 2019. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Laird Norton Wetherby Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 1,093 SVB Financial Group shares in Q1 2023, an estimated $252K.
Laird Norton Wetherby Wealth Management first reported a position in SVB Financial Group in Q2 2019 and held it in 8 quarters.
Laird Norton Wetherby Wealth Management's SVB Financial Group position peaked at $528K in Q2 2019.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.