Nisa Investment Advisors
SIVB

Nisa Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Nisa Investment 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
-19,165
Closed -$4.41M – 2825
2022
Q4 		$4.41M Buy
19,165
+3,260
+20% +$810K 0.03% 480
2022
Q3 		$5.31M Buy
15,905
+1,574
+11% +$634K 0.05% 356
2022
Q2 		$5.66M Sell
14,331
-430
-3% -$203K 0.05% 339
2022
Q1 		$8.26M Buy
14,761
+198
+1% +$120K 0.06% 301
2021
Q4 		$8.5M Buy
14,563
+346
+2% +$244K 0.06% 285
2021
Q3 		$9.2K Sell
14,217
-2,314
-14% -$1.34M 0.06% 301
2021
Q2 		$9.2K Buy
16,531
+406
+3% +$225K 0.06% 294
2021
Q1 		$7.96K Sell
16,125
-783
-5% -$385K 0.05% 315
2020
Q4 		$6.56M Buy
16,908
+1,153
+7% +$374K 0.04% 371
2020
Q3 		$3.79M Buy
15,755
+2,000
+15% +$471K 0.03% 434
2020
Q2 		$2.96M Sell
13,755
-1,475
-10% -$284K 0.03% 479
2020
Q1 		$2.3M Buy
15,230
+3,430
+29% +$755K 0.03% 491
2019
Q4 		$2.96M Sell
11,800
-4,000
-25% -$910K 0.03% 522
2019
Q3 		$3.3M Buy
15,800
+3,500
+28% +$733K 0.03% 482
2019
Q2 		$2.76M Hold
12,300
– – 0.03% 531
2019
Q1 		$2.73M Sell
12,300
-2,000
-14% -$466K 0.03% 525
2018
Q4 		$2.72M Sell
14,300
-7,739
-35% -$1.89M 0.03% 479
2018
Q3 		$6.85M Buy
22,039
+9,339
+74% +$2.95M 0.06% 293
2018
Q2 		$3.67M Buy
12,700
+2,000
+19% +$588K 0.04% 429
2018
Q1 		$2.59M Hold
10,700
– – 0.03% 526
2017
Q4 		$2.5M Buy
10,700
+900
+9% +$192K 0.03% 539
2017
Q3 		$1.83M Hold
9,800
– – 0.02% 599
2017
Q2 		$1.71M Hold
9,800
– – 0.02% 641
2017
Q1 		$1.82M Hold
9,800
– – 0.02% 631
2016
Q4 		$1.68M Hold
9,800
– – 0.02% 662
2016
Q3 		$1.08M Hold
9,800
– – 0.01% 765
2016
Q2 		$933K Hold
9,800
– – 0.01% 789
2016
Q1 		$1M Hold
9,800
– – 0.01% 753
2015
Q4 		$1.17M Hold
9,800
– – 0.02% 697
2015
Q3 		$1.15M Hold
9,800
– – 0.02% 682
2015
Q2 		$1.41M Hold
9,800
– – 0.02% 675
2015
Q1 		$1.25M Hold
9,800
– – 0.02% 720
2014
Q4 		$1.14M Hold
9,800
– – 0.02% 742
2014
Q3 		$1.1M Hold
9,800
– – 0.02% 742
2014
Q2 		$1.14M Hold
9,800
– – 0.02% 751
2014
Q1 		$1.26M Hold
9,800
– – 0.02% 713
2013
Q4 		$1.03M Hold
9,800
– – 0.01% 791
2013
Q3 		$846K Hold
9,800
– – 0.01% 831
2013
Q2 		$817K Buy
+9,800
New +$717K 0.01% 834

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

Nisa Investment Advisors's SIVB Position: Q1 2023 in Review

Nisa Investment Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 19,165 shares — an estimated $4.41M sold.

Nisa Investment Advisors first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $8.5M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Nisa Investment Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 19,165 SVB Financial Group shares in Q1 2023, an estimated $4.41M.
  • Nisa Investment Advisors first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • Nisa Investment Advisors's SVB Financial Group position peaked at $8.5M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Nisa Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.