PTJ
SIVB

Paul Tudor Jones’s SVB Financial Group SIVB Stock Holding History

Paul Tudor Jones’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
-100,600
Closed -$23.2M – 3128
2022
Q4 		$23.2M Buy
100,600
+99,600
+9,960% +$24.7M 0.46% 10
2022
Q3 		$337K Buy
1,000
+200
+25% +$80.5K 0.01% 1703
2022
Q2 		$316K Buy
800
+200
+33% +$94.2K 0.01% 1534
2022
Q1 		$336K Buy
600
+100
+20% +$60.7K 0.01% 1495
2021
Q4 		$339K Hold
500
– – 0.01% 1763
2021
Q3 		$324K Buy
+500
New +$290K 0.01% 1985

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 $14.7B AUM 42.39% 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 $20.6B AUM 34.61% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 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

Paul Tudor Jones's SIVB Position: Q2 2023 in Review

Paul Tudor Jones sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 41,498 shares — an estimated $38K sold.

Paul Tudor Jones first reported a position in SIVB in Q3 2021 and held it in 5 quarters. The position peaked at $3.67M in Q3 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Paul Tudor Jones reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Paul Tudor Jones sold 41,498 SVB Financial Group shares in Q2 2023, an estimated $38K.
  • Paul Tudor Jones first reported a position in SVB Financial Group in Q3 2021 and held it in 5 quarters.
  • Paul Tudor Jones's SVB Financial Group position peaked at $3.67M in Q3 2022.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Tudor Investment Corp's 13F filing for Q2 2023, filed 14 Aug 2023.