PWM
SIVB

Perigon Wealth Management’s SVB Financial Group SIVB Stock Holding History

Perigon Wealth Management’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
-989
Closed -$228K – 741
2022
Q4 		$228K Buy
989
+65
+7% +$16.1K 0.01% 620
2022
Q3 		$310K Sell
924
-108
-10% -$43.5K 0.03% 415
2022
Q2 		$408K Buy
1,032
+23
+2% +$10.8K 0.03% 363
2022
Q1 		$564K Sell
1,009
-265
-21% -$161K 0.04% 333
2021
Q4 		$864K Buy
1,274
+232
+22% +$163K 0.06% 239
2021
Q3 		$674K Sell
1,042
-39
-4% -$22.6K 0.06% 257
2021
Q2 		$602K Buy
1,081
+9
+0.8% +$4.99K 0.05% 272
2021
Q1 		$529K Sell
1,072
-129
-11% -$63.4K 0.05% 278
2020
Q4 		$466K Buy
1,201
+87
+8% +$28.2K 0.05% 264
2020
Q3 		$268K Buy
1,114
+3
+0.3% +$706 0.04% 315
2020
Q2 		$239K Hold
1,111
– – 0.04% 304
2020
Q1 		$206K Sell
1,111
-96
-8% -$21.1K 0.04% 294
2019
Q4 		$301K Hold
1,207
– – 0.06% 195
2019
Q3 		$250K Sell
1,207
-318
-21% -$66.6K 0.06% 198
2019
Q2 		$342K Buy
1,525
+25
+2% +$5.78K 0.08% 157
2019
Q1 		$371K Sell
1,500
-290
-16% -$67.5K 0.09% 148
2018
Q4 		$433K Buy
1,790
+20
+1% +$4.89K 0.11% 130
2018
Q3 		$550K Buy
+1,770
New +$558K 0.14% 111

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

Perigon Wealth Management's SIVB Position: Q1 2023 in Review

Perigon Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 989 shares — an estimated $228K sold.

Perigon Wealth Management first reported a position in SIVB in Q3 2018 and held it in 18 quarters. The position peaked at $864K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Perigon Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Perigon Wealth Management sold 989 SVB Financial Group shares in Q1 2023, an estimated $228K.
  • Perigon Wealth Management first reported a position in SVB Financial Group in Q3 2018 and held it in 18 quarters.
  • Perigon Wealth Management's SVB Financial Group position peaked at $864K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Perigon Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.