MWM
SIVB

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

Modera 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
-1,455
Closed -$335K – 370
2022
Q4 		$335K Hold
1,455
– – 0.01% 266
2022
Q3 		$489K Sell
1,455
-5
-0.3% -$2.01K 0.02% 186
2022
Q2 		$577K Sell
1,460
-5
-0.3% -$2.35K 0.03% 184
2022
Q1 		$820K Sell
1,465
-704
-32% -$427K 0.04% 167
2021
Q4 		$1.47M Buy
+2,169
New +$1.53M 0.06% 137

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

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

Modera Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,455 shares — an estimated $335K sold.

Modera Wealth Management first reported a position in SIVB in Q4 2021 and held it in 5 quarters. The position peaked at $1.47M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Modera Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Modera Wealth Management sold 1,455 SVB Financial Group shares in Q1 2023, an estimated $335K.
  • Modera Wealth Management first reported a position in SVB Financial Group in Q4 2021 and held it in 5 quarters.
  • Modera Wealth Management's SVB Financial Group position peaked at $1.47M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Modera Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.