PWS
SIVB

Peloton Wealth Strategists’s SVB Financial Group SIVB Stock Holding History

Peloton Wealth Strategists’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
-8,329
Closed -$1.92M – 92
2022
Q4 		$1.92M Buy
8,329
+959
+13% +$238K 0.92% 43
2022
Q3 		$2.48M Buy
7,370
+1,210
+20% +$487K 1.29% 33
2022
Q2 		$2.43M Sell
6,160
-125
-2% -$58.9K 1.19% 33
2022
Q1 		$3.52M Sell
6,285
-125
-2% -$75.9K 1.47% 28
2021
Q4 		$4.35M Sell
6,410
-495
-7% -$349K 1.74% 21
2021
Q3 		$4.47M Sell
6,905
-630
-8% -$365K 1.83% 21
2021
Q2 		$4.19M Sell
7,535
-1,500
-17% -$832K 1.73% 23
2021
Q1 		$4.46M Sell
9,035
-1,115
-11% -$548K 2.09% 16
2020
Q4 		$3.94M Sell
10,150
-410
-4% -$133K 1.95% 21
2020
Q3 		$2.54M Sell
10,560
-650
-6% -$153K 1.42% 32
2020
Q2 		$2.42M Sell
11,210
-50
-0.4% -$9.63K 1.52% 31
2020
Q1 		$1.7M Sell
11,260
-200
-2% -$44K 1.39% 32
2019
Q4 		$2.88M Sell
11,460
-50
-0.4% -$11.4K 1.75% 24
2019
Q3 		$2.4M Buy
11,510
+50
+0.4% +$10.5K 1.54% 31
2019
Q2 		$2.57M Buy
11,460
+285
+3% +$65.9K 1.72% 29
2019
Q1 		$2.48M Buy
11,175
+1,275
+13% +$297K 1.72% 26
2018
Q4 		$1.88M Hold
9,900
– – 1.53% 34
2018
Q3 		$3.08M Sell
9,900
-50
-0.5% -$15.8K 2.12% 18
2018
Q2 		$2.87M Sell
9,950
-250
-2% -$73.5K 2.08% 19
2018
Q1 		$2.45M Sell
10,200
-100
-1% -$25.1K 1.84% 27
2017
Q4 		$2.41M Buy
10,300
+250
+2% +$53.3K 1.79% 26
2017
Q3 		$1.88M Buy
10,050
+8,325
+483% +$1.46M 1.45% 34
2017
Q2 		$303K Buy
+1,725
New +$309K 0.23% 66

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

Peloton Wealth Strategists's SIVB Position: Q1 2023 in Review

Peloton Wealth Strategists sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 8,329 shares — an estimated $1.92M sold.

Peloton Wealth Strategists first reported a position in SIVB in Q2 2017 and held it in 23 quarters. The position peaked at $4.47M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Peloton Wealth Strategists reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Peloton Wealth Strategists sold 8,329 SVB Financial Group shares in Q1 2023, an estimated $1.92M.
  • Peloton Wealth Strategists first reported a position in SVB Financial Group in Q2 2017 and held it in 23 quarters.
  • Peloton Wealth Strategists's SVB Financial Group position peaked at $4.47M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Peloton Wealth Strategists's 13F filing for Q1 2023, filed 11 May 2023.