LWM
SIVB

Lyell Wealth Management’s SVB Financial Group SIVB Stock Holding History

Lyell 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
-1,515
Closed -$349K – 205
2022
Q4 		$349K Hold
1,515
– – 0.06% 156
2022
Q3 		$509K Sell
1,515
-7
-0.5% -$2.82K 0.09% 129
2022
Q2 		$601K Sell
1,522
-1
-0.1% -$471 0.1% 125
2022
Q1 		$852K Buy
1,523
+5
+0.3% +$3.04K 0.11% 112
2021
Q4 		$1.03M Sell
1,518
-16
-1% -$11.3K 0.12% 106
2021
Q3 		$992K Sell
1,534
-6
-0.4% -$3.48K 0.12% 103
2021
Q2 		$857K Buy
1,540
+33
+2% +$18.3K 0.11% 113
2021
Q1 		$744K Buy
1,507
+4
+0.3% +$1.97K 0.11% 110
2020
Q4 		$583K Buy
1,503
+3
+0.2% +$972 0.09% 102
2020
Q3 		$361K Hold
1,500
– – 0.07% 108
2020
Q2 		$323K Hold
1,500
– – 0.07% 106
2020
Q1 		$227K Hold
1,500
– – 0.07% 112
2019
Q4 		$377K Hold
1,500
– – 0.1% 93
2019
Q3 		$313K Hold
1,500
– – 0.09% 100
2019
Q2 		$337K Sell
1,500
-50
-3% -$11.6K 0.1% 98
2019
Q1 		$345K Buy
1,550
+50
+3% +$11.6K 0.12% 100
2018
Q4 		$285K Hold
1,500
– – 0.12% 96
2018
Q3 		$466K Buy
+1,500
New +$473K 0.16% 86

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

Lyell Wealth Management's SIVB Position: Q1 2023 in Review

Lyell Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,515 shares — an estimated $349K sold.

Lyell Wealth Management first reported a position in SIVB in Q3 2018 and held it in 18 quarters. The position peaked at $1.03M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Lyell Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Lyell Wealth Management sold 1,515 SVB Financial Group shares in Q1 2023, an estimated $349K.
  • Lyell Wealth Management first reported a position in SVB Financial Group in Q3 2018 and held it in 18 quarters.
  • Lyell Wealth Management's SVB Financial Group position peaked at $1.03M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Lyell Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.