MPWT
SIVB

MassMutual Private Wealth & Trust’s SVB Financial Group SIVB Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		– Sell
-12
Closed -$11 – 2045
2023
Q1 		$11 Sell
12
-108
-90% -$30.3K ﹤0.01% 1794
2022
Q4 		$28K Buy
120
+100
+500% +$24.8K ﹤0.01% 570
2022
Q3 		$7K Sell
20
-12
-38% -$4.83K ﹤0.01% 867
2022
Q2 		$13K Buy
32
+28
+700% +$13.2K ﹤0.01% 670
2022
Q1 		$2K Hold
4
– – ﹤0.01% 1237
2021
Q4 		$3K Buy
4
+1
+33% +$704 ﹤0.01% 1048
2021
Q3 		$2K Hold
3
– – ﹤0.01% 1115
2021
Q2 		$2K Buy
3
+1
+50% +$555 ﹤0.01% 1082
2021
Q1 		$1K Sell
2
-38
-95% -$18.7K ﹤0.01% 1094
2020
Q4 		$16K Sell
40
-78
-66% -$25.3K ﹤0.01% 556
2020
Q3 		$28K Buy
118
+78
+195% +$18.4K ﹤0.01% 470
2020
Q2 		$9K Buy
40
+16
+67% +$3.08K ﹤0.01% 561
2020
Q1 		$4K Hold
24
– – ﹤0.01% 598
2019
Q4 		$6K Buy
24
+18
+300% +$4.09K ﹤0.01% 693
2019
Q3 		$1K Buy
+6
New +$1.26K ﹤0.01% 847
2019
Q1 		– Sell
-2,067
Closed -$393K – 1052
2018
Q4 		$393K Sell
2,067
-57
-3% -$13.9K 0.03% 263
2018
Q3 		$660K Sell
2,124
-578
-21% -$182K 0.05% 231
2018
Q2 		$780K Buy
2,702
+151
+6% +$44.4K 0.06% 212
2018
Q1 		$612K Buy
2,551
+235
+10% +$59K 0.05% 223
2017
Q4 		$541K Buy
2,316
+44
+2% +$9.38K 0.04% 231
2017
Q3 		$425K Buy
2,272
+97
+4% +$17.1K 0.04% 252
2017
Q2 		$382K Sell
2,175
-42
-2% -$7.52K 0.03% 247
2017
Q1 		$413K Buy
2,217
+90
+4% +$16.4K 0.04% 244
2016
Q4 		$365K Buy
+2,127
New +$305K 0.04% 220
2016
Q2 		$220K Buy
2,313
+47
+2% +$4.81K 0.03% 305
2016
Q1 		$231K Buy
+2,266
New +$219K 0.03% 277

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's SIVB Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 12 shares — an estimated $11 sold.

MassMutual Private Wealth & Trust first reported a position in SIVB in Q1 2016 and held it in 26 quarters. The position peaked at $780K in Q2 2018. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • MassMutual Private Wealth & Trust reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 12 SVB Financial Group shares in Q2 2023, an estimated $11.
  • MassMutual Private Wealth & Trust first reported a position in SVB Financial Group in Q1 2016 and held it in 26 quarters.
  • MassMutual Private Wealth & Trust's SVB Financial Group position peaked at $780K in Q2 2018.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.