PA
SIVB

Parallel Advisors’s SVB Financial Group SIVB Stock Holding History

Parallel 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
-364
Closed -$83.8K – 3567
2022
Q4 		$83.8K Buy
364
+161
+79% +$40K ﹤0.01% 1057
2022
Q3 		$68K Sell
203
-25
-11% -$10.1K ﹤0.01% 1136
2022
Q2 		$90K Sell
228
-28
-11% -$13.2K ﹤0.01% 1006
2022
Q1 		$145K Sell
256
-122
-32% -$74K 0.01% 847
2021
Q4 		$256K Buy
378
+60
+19% +$42.3K 0.01% 649
2021
Q3 		$206K Buy
318
+7
+2% +$4.06K 0.01% 709
2021
Q2 		$173K Buy
311
+130
+72% +$72.1K 0.01% 743
2021
Q1 		$89K Buy
181
+50
+38% +$24.6K ﹤0.01% 932
2020
Q4 		$51K Sell
131
-10
-7% -$3.24K ﹤0.01% 1090
2020
Q3 		$34K Hold
141
– – ﹤0.01% 1235
2020
Q2 		$30K Sell
141
-2
-1% -$385 ﹤0.01% 1253
2020
Q1 		$21K Sell
143
-222
-61% -$48.9K ﹤0.01% 1305
2019
Q4 		$92K Sell
365
-21
-5% -$4.78K 0.01% 806
2019
Q3 		$81K Sell
386
-69
-15% -$14.5K 0.01% 794
2019
Q2 		$102K Buy
455
+143
+46% +$33.1K 0.01% 661
2019
Q1 		$69K Buy
312
+67
+27% +$15.6K 0.01% 736
2018
Q4 		$46K Buy
245
+30
+14% +$7.34K 0.01% 782
2018
Q3 		$67K Buy
215
+37
+21% +$11.7K 0.01% 718
2018
Q2 		$51K Buy
178
+4
+2% +$1.18K 0.01% 726
2018
Q1 		$42K Sell
174
-33
-16% -$8.28K 0.01% 765
2017
Q4 		$48K Sell
207
-5
-2% -$1.06K 0.01% 718
2017
Q3 		$45K Sell
212
-5
-2% -$879 0.01% 721
2017
Q2 		$39K Buy
217
+68
+46% +$12.2K 0.01% 767
2017
Q1 		$27K Sell
149
-89
-37% -$16.2K 0.01% 860
2016
Q4 		$41K Buy
+238
New +$34.1K 0.01% 656

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

Parallel Advisors's SIVB Position: Q1 2023 in Review

Parallel Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 364 shares — an estimated $83.8K sold.

Parallel Advisors first reported a position in SIVB in Q4 2016 and held it in 25 quarters. The position peaked at $256K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Parallel Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Parallel Advisors sold 364 SVB Financial Group shares in Q1 2023, an estimated $83.8K.
  • Parallel Advisors first reported a position in SVB Financial Group in Q4 2016 and held it in 25 quarters.
  • Parallel Advisors's SVB Financial Group position peaked at $256K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Parallel Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.