MWM
SIVB

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

MinichMacGregor 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
-38
Closed -$8.74K – 702
2022
Q4 		$8.74K Buy
+38
New +$9.44K ﹤0.01% 424
2018
Q4 		– Sell
-4
Closed -$1K – 603
2018
Q3 		$1K Buy
+4
New +$1.26K ﹤0.01% 512

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 $8.74B AUM 14.62% 1-Year Est. Return

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

MinichMacGregor Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 38 shares — an estimated $8.74K sold.

MinichMacGregor Wealth Management first reported a position in SIVB in Q3 2018 and held it in 2 quarters. The position peaked at $8.74K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 38 SVB Financial Group shares in Q1 2023, an estimated $8.74K.
  • MinichMacGregor Wealth Management first reported a position in SVB Financial Group in Q3 2018 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's SVB Financial Group position peaked at $8.74K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.