PWMG
SIVB

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

Prestige Wealth Management Group’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
-16
Closed -$3.68K – 1181
2022
Q4 		$3.68K Buy
16
+11
+220% +$2.73K ﹤0.01% 690
2022
Q3 		$2K Sell
5
-2
-29% -$805 ﹤0.01% 797
2022
Q2 		$3K Buy
7
+4
+133% +$1.88K ﹤0.01% 720
2022
Q1 		$2K Hold
3
– – ﹤0.01% 831
2021
Q4 		$2K Hold
3
– – ﹤0.01% 852
2021
Q3 		$2K Hold
3
– – ﹤0.01% 847
2021
Q2 		$2K Hold
3
– – ﹤0.01% 847
2021
Q1 		$1K Hold
3
– – ﹤0.01% 942
2020
Q4 		$1K Buy
+3
New +$972 ﹤0.01% 922
2019
Q1 		– Sell
-10
Closed -$2K – 1311
2018
Q4 		$2K Buy
+10
New +$2.44K ﹤0.01% 925

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

Prestige Wealth Management Group's SIVB Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 16 shares — an estimated $3.68K sold.

Prestige Wealth Management Group first reported a position in SIVB in Q4 2018 and held it in 10 quarters. The position peaked at $3.68K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 16 SVB Financial Group shares in Q1 2023, an estimated $3.68K.
  • Prestige Wealth Management Group first reported a position in SVB Financial Group in Q4 2018 and held it in 10 quarters.
  • Prestige Wealth Management Group's SVB Financial Group position peaked at $3.68K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.