NMERB
SIVB

New Mexico Educational Retirement Board’s SVB Financial Group SIVB Stock Holding History

New Mexico Educational Retirement Board’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
Q2 		– Sell
-2,750
Closed -$2K – 920
2023
Q1 		$2K Sell
2,750
-100
-4% -$28.1K ﹤0.01% 905
2022
Q4 		$656K Sell
2,850
-200
-7% -$49.7K 0.04% 631
2022
Q3 		$1.02M Sell
3,050
-200
-6% -$80.5K 0.06% 379
2022
Q2 		$1.28M Sell
3,250
-200
-6% -$94.2K 0.06% 305
2022
Q1 		$1.93M Sell
3,450
-100
-3% -$60.7K 0.07% 274
2021
Q4 		$2.41M Sell
3,550
-300
-8% -$211K 0.08% 234
2021
Q3 		$2.49M Buy
3,850
+300
+8% +$174K 0.09% 214
2021
Q2 		$1.98M Buy
3,550
+200
+6% +$111K 0.07% 295
2021
Q1 		$1.65M Hold
3,350
– – 0.07% 305
2020
Q4 		$1.3M Hold
3,350
– – 0.06% 362
2020
Q3 		$806K Sell
3,350
-100
-3% -$23.5K 0.04% 526
2020
Q2 		$744K Buy
3,450
+200
+6% +$38.5K 0.04% 592
2020
Q1 		$491K Sell
3,250
-750
-19% -$165K 0.03% 652
2019
Q4 		$1M Hold
4,000
– – 0.04% 484
2019
Q3 		$836K Sell
4,000
-300
-7% -$62.9K 0.04% 532
2019
Q2 		$966K Sell
4,300
-100
-2% -$23.1K 0.04% 476
2019
Q1 		$978K Sell
4,400
-100
-2% -$23.3K 0.04% 512
2018
Q4 		$855K Sell
4,500
-200
-4% -$48.9K 0.04% 513
2018
Q3 		$1.46M Sell
4,700
-200
-4% -$63.1K 0.06% 383
2018
Q2 		$1.42M Sell
4,900
-100
-2% -$29.4K 0.06% 387
2018
Q1 		$1.2M Sell
5,000
-8,000
-62% -$2.01M 0.05% 525
2017
Q4 		$3.04M Buy
+13,000
New +$2.77M 0.12% 179

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

New Mexico Educational Retirement Board's SIVB Position: Q2 2023 in Review

New Mexico Educational Retirement Board sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 2,750 shares — an estimated $2K sold.

New Mexico Educational Retirement Board first reported a position in SIVB in Q4 2017 and held it in 22 quarters. The position peaked at $3.04M in Q4 2017. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • New Mexico Educational Retirement Board reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • New Mexico Educational Retirement Board sold 2,750 SVB Financial Group shares in Q2 2023, an estimated $2K.
  • New Mexico Educational Retirement Board first reported a position in SVB Financial Group in Q4 2017 and held it in 22 quarters.
  • New Mexico Educational Retirement Board's SVB Financial Group position peaked at $3.04M in Q4 2017.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2023, filed 17 Jul 2023.