MWM
SIVB

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

Mission 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
-1,374
Closed -$316K – 565
2022
Q4 		$316K Sell
1,374
-189
-12% -$46.9K 0.02% 411
2022
Q3 		$525K Sell
1,563
-35
-2% -$14.1K 0.03% 288
2022
Q2 		$631K Buy
1,598
+5
+0.3% +$2.35K 0.03% 268
2022
Q1 		$891K Sell
1,593
-55
-3% -$33.4K 0.04% 220
2021
Q4 		$1.12M Sell
1,648
-2,836
-63% -$2M 0.05% 182
2021
Q3 		$2.9M Buy
4,484
+2,615
+140% +$1.52M 0.15% 82
2021
Q2 		$1.04M Sell
1,869
-310
-14% -$172K 0.06% 163
2021
Q1 		$1.08M Buy
2,179
+367
+20% +$180K 0.06% 145
2020
Q4 		$703K Buy
1,812
+545
+43% +$177K 0.04% 182
2020
Q3 		$305K Buy
1,267
+59
+5% +$13.9K 0.02% 273
2020
Q2 		$260K Buy
+1,208
New +$233K 0.02% 274
2020
Q1 		– Sell
-1,038
Closed -$261K – 354
2019
Q4 		$261K Buy
1,038
+49
+5% +$11.1K 0.03% 276
2019
Q3 		$207K Sell
989
-58
-6% -$12.2K 0.02% 299
2019
Q2 		$235K Buy
1,047
+33
+3% +$7.63K 0.03% 274
2019
Q1 		$225K Buy
+1,014
New +$236K 0.03% 285
2018
Q4 		– Sell
-790
Closed -$246K – 306
2018
Q3 		$246K Buy
790
+42
+6% +$13.3K 0.03% 238
2018
Q2 		$216K Buy
+748
New +$220K 0.03% 243

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

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

Mission Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,374 shares — an estimated $316K sold.

Mission Wealth Management first reported a position in SIVB in Q2 2018 and held it in 17 quarters. The position peaked at $2.9M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Mission Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Mission Wealth Management sold 1,374 SVB Financial Group shares in Q1 2023, an estimated $316K.
  • Mission Wealth Management first reported a position in SVB Financial Group in Q2 2018 and held it in 17 quarters.
  • Mission Wealth Management's SVB Financial Group position peaked at $2.9M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Mission Wealth Management's 13F filing for Q1 2023, filed 7 Apr 2023.