NewEdge Advisors’s SVB Financial Group SIVB Stock Holding History

NewEdge Advisors’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	-1,414	Closed	-$324K	–	4368
2022 Q4	$324K	Buy	1,414 +679	+92%	+$169K	0.01%	967
2022 Q3	$247K	Sell	735 -1,458	-66%	-$587K	﹤0.01%	1290
2022 Q2	$866K	Buy	+2,193	New	+$1.03M	0.01%	732
2022 Q1	–	Sell	-1,294	Closed	-$877K	–	1731
2021 Q4	$877K	Buy	+1,294	New	+$912K	0.01%	797
2017 Q3	–	Sell	-95	Closed	-$17.2K	–	1362
2017 Q2	$17.2K	Buy	+95	New	+$17K	﹤0.01%	783

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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 $8.74B AUM 14.62% 1-Year Est. Return

NewEdge Advisors's SIVB Position: Q1 2023 in Review

NewEdge Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,414 shares — an estimated $324K sold.

NewEdge Advisors first reported a position in SIVB in Q2 2017 and held it in 5 quarters. The position peaked at $877K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

NewEdge Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 1,414 SVB Financial Group shares in Q1 2023, an estimated $324K.
NewEdge Advisors first reported a position in SVB Financial Group in Q2 2017 and held it in 5 quarters.
NewEdge Advisors's SVB Financial Group position peaked at $877K in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.