QPWM
SIVB

Quadrant Private Wealth Management’s SVB Financial Group SIVB Stock Holding History

Quadrant Private 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
-944
Closed -$217K – 267
2022
Q4 		$217K Buy
+944
New +$234K 0.07% 217
2022
Q2 		$252K Buy
638
+116
+22% +$54.6K 0.1% 168
2022
Q1 		$292K Buy
522
+134
+35% +$81.3K 0.11% 162
2021
Q4 		$263K Buy
388
+25
+7% +$17.6K 0.1% 172
2021
Q3 		$235K Buy
+363
New +$210K 0.1% 173

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

Quadrant Private Wealth Management's SIVB Position: Q1 2023 in Review

Quadrant Private Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 944 shares — an estimated $217K sold.

Quadrant Private Wealth Management first reported a position in SIVB in Q3 2021 and held it in 5 quarters. The position peaked at $292K in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Quadrant Private Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 944 SVB Financial Group shares in Q1 2023, an estimated $217K.
  • Quadrant Private Wealth Management first reported a position in SVB Financial Group in Q3 2021 and held it in 5 quarters.
  • Quadrant Private Wealth Management's SVB Financial Group position peaked at $292K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.