MCC
SIVB

Money Concepts Capital’s SVB Financial Group SIVB Stock Holding History

Money Concepts Capital’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
-645
Closed -$148K – 3243
2022
Q4 		$148K Sell
645
-1,587
-71% -$394K 0.01% 809
2022
Q3 		$749K Buy
2,232
+639
+40% +$257K 0.04% 260
2022
Q2 		$638K Buy
1,593
+179
+13% +$84.3K 0.06% 244
2022
Q1 		$791K Buy
+1,414
New +$858K 0.04% 334
2021
Q1 		$1.15M Buy
+2,325
New +$1.14M 0.09% 202

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

Money Concepts Capital's SIVB Position: Q1 2023 in Review

Money Concepts Capital sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 645 shares — an estimated $148K sold.

Money Concepts Capital first reported a position in SIVB in Q1 2021 and held it in 5 quarters. The position peaked at $1.15M in Q1 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Money Concepts Capital reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 645 SVB Financial Group shares in Q1 2023, an estimated $148K.
  • Money Concepts Capital first reported a position in SVB Financial Group in Q1 2021 and held it in 5 quarters.
  • Money Concepts Capital's SVB Financial Group position peaked at $1.15M in Q1 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.