MFWM
SIVB

Motley Fool Wealth Management’s SVB Financial Group SIVB Stock Holding History

Motley Fool 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
-24,286
Closed -$5.59M – 132
2022
Q4 		$5.59M Sell
24,286
-288
-1% -$71.5K 0.39% 77
2022
Q3 		$8.25M Buy
24,574
+49
+0.2% +$19.7K 0.54% 62
2022
Q2 		$9.69M Sell
24,525
-115
-0.5% -$54.2K 0.61% 53
2022
Q1 		$13.8M Sell
24,640
-405
-2% -$246K 0.66% 49
2021
Q4 		$17M Sell
25,045
-10,428
-29% -$7.35M 0.74% 46
2021
Q3 		$16.5M Buy
35,473
+9,495
+37% +$5.51M 0.72% 46
2021
Q2 		$14.5M Sell
25,978
-250
-1% -$139K 0.61% 55
2021
Q1 		$12.9M Sell
26,228
-11,422
-30% -$5.62M 0.58% 58
2020
Q4 		$14.6M Buy
37,650
+549
+1% +$178K 0.65% 54
2020
Q3 		$8.93M Buy
37,101
+566
+2% +$133K 0.46% 64
2020
Q2 		$7.87M Buy
36,535
+255
+0.7% +$49.1K 0.45% 68
2020
Q1 		$5.48M Sell
36,280
-2,075
-5% -$457K 0.4% 74
2019
Q4 		$9.63M Sell
38,355
-581
-1% -$132K 0.58% 58
2019
Q3 		$8.14M Sell
38,936
-698
-2% -$146K 0.54% 59
2019
Q2 		$8.9M Sell
39,634
-503
-1% -$116K 0.56% 55
2019
Q1 		$8.93M Sell
40,137
-15
-0% -$3.49K 0.57% 53
2018
Q4 		$7.63M Buy
40,152
+1,026
+3% +$251K 0.58% 54
2018
Q3 		$12.2M Buy
39,126
+563
+1% +$178K 0.78% 39
2018
Q2 		$11.1M Buy
38,563
+1,179
+3% +$346K 0.79% 35
2018
Q1 		$8.97M Buy
37,384
+2,810
+8% +$705K 0.66% 47
2017
Q4 		$8.08M Buy
34,574
+2,218
+7% +$473K 0.62% 47
2017
Q3 		$6.05M Buy
32,356
+1,637
+5% +$288K 0.52% 58
2017
Q2 		$5.4M Buy
30,719
+2,454
+9% +$440K 0.49% 60
2017
Q1 		$5.26M Buy
28,265
+1,335
+5% +$243K 0.51% 62
2016
Q4 		$4.62M Buy
26,930
+721
+3% +$103K 0.49% 65
2016
Q3 		$2.9M Buy
+26,209
New +$2.73M 0.31% 95

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 $1.25B AUM 41.83% 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

Motley Fool Wealth Management's SIVB Position: Q1 2023 in Review

Motley Fool Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 24,286 shares — an estimated $5.59M sold.

Motley Fool Wealth Management first reported a position in SIVB in Q3 2016 and held it in 26 quarters. The position peaked at $17M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Motley Fool Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Motley Fool Wealth Management sold 24,286 SVB Financial Group shares in Q1 2023, an estimated $5.59M.
  • Motley Fool Wealth Management first reported a position in SVB Financial Group in Q3 2016 and held it in 26 quarters.
  • Motley Fool Wealth Management's SVB Financial Group position peaked at $17M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Motley Fool Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.