Private Ocean’s SVB Financial Group SIVB Stock Holding History

Private Ocean’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	-2	Closed	-$461	–	691
2022 Q4	$461	Buy	+2	New	+$497	﹤0.01%	526

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Private Ocean's SIVB Position: Q1 2023 in Review

Private Ocean sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2 shares — an estimated $461 sold.

Private Ocean first reported a position in SIVB in Q4 2022 and held it in 1 quarter. The position peaked at $461 in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Private Ocean reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Private Ocean sold 2 SVB Financial Group shares in Q1 2023, an estimated $461.
Private Ocean first reported a position in SVB Financial Group in Q4 2022 and held it in 1 quarter.
Private Ocean's SVB Financial Group position peaked at $461 in Q4 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.