Plante Moran Financial Advisors’s SVB Financial Group SIVB Stock Holding History

Plante Moran Financial 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	-1	Closed	-$230	–	977
2022 Q4	$230	Buy	+1	New	+$248	﹤0.01%	808
2022 Q3	–	Sell	-11	Closed	-$4K	–	1137
2022 Q2	$4K	Buy	+11	New	+$5.18K	﹤0.01%	754
2022 Q1	–	Sell	-4	Closed	-$3K	–	1085
2021 Q4	$3K	Buy	+4	New	+$2.82K	﹤0.01%	905
2018 Q3	–	Sell	-100	Closed	-$29K	–	887
2018 Q2	$29K	Buy	+100	New	+$29.4K	0.01%	430
2018 Q1	–	Sell	-39	Closed	-$9K	–	1035
2017 Q4	$9K	Buy	+39	New	+$8.31K	0.01%	620
2015 Q4	–	Sell	-47	Closed	-$5K	–	1038
2015 Q3	$5K	Buy	+47	New	+$6.3K	﹤0.01%	600

Other funds holding SIVB

Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return

Tudor Investment Corp

Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Graphene Investments SAS Paris, France $149M AUM 29.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return