Raymond James Financial Services Advisors’s SVB Financial Group SIVB Stock Holding History

Raymond James Financial Services 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	-12,677	Closed	-$2.92M	–	3458
2022 Q4	$2.92M	Buy	12,677 +1,773	+16%	+$440K	0.01%	1233
2022 Q3	$3.66M	Sell	10,904 -841	-7%	-$339K	0.01%	1082
2022 Q2	$4.64M	Sell	11,745 -2,142	-15%	-$1.01M	0.01%	965
2022 Q1	$7.77M	Sell	13,887 -1,170	-8%	-$710K	0.01%	796
2021 Q4	$10.2M	Sell	15,057 -1,265	-8%	-$891K	0.02%	678
2021 Q3	$10.6M	Sell	16,322 -185	-1%	-$107K	0.02%	645
2021 Q2	$9.19M	Sell	16,507 -9,272	-36%	-$5.14M	0.02%	689
2021 Q1	$12.7M	Buy	25,779 +12,987	+102%	+$6.39M	0.03%	528
2020 Q4	$4.96M	Buy	12,792 +227	+2%	+$73.6K	0.01%	843
2020 Q3	$3.02M	Sell	12,565 -156	-1%	-$36.7K	0.01%	976
2020 Q2	$2.74M	Sell	12,721 -2,394	-16%	-$461K	0.01%	978
2020 Q1	$2.28M	Sell	15,115 -2,216	-13%	-$488K	0.01%	829
2019 Q4	$4.35M	Sell	17,331 -3,743	-18%	-$851K	0.01%	774
2019 Q3	$4.4M	Sell	21,074 -13,044	-38%	-$2.73M	0.02%	743
2019 Q2	$7.66M	Sell	34,118 -3,724	-10%	-$861K	0.03%	531
2019 Q1	$8.41M	Sell	37,842 -6,590	-15%	-$1.53M	0.03%	478
2018 Q4	$8.44M	Sell	44,432 -42,198	-49%	-$10.3M	0.04%	395
2018 Q3	$26.9M	Buy	86,630 +3,156	+4%	+$996K	0.12%	176
2018 Q2	$24.1M	Buy	+83,474	New	+$24.5M	0.12%	182
2018 Q1	–	Sell	-60,284	Closed	-$14.1M	–	2826
2017 Q4	$14.1M	Buy	60,284 +38,354	+175%	+$8.17M	0.09%	270
2017 Q3	$4.1M	Buy	21,930 +387	+2%	+$68.1K	0.03%	608
2017 Q2	$3.79M	Sell	21,543 -918	-4%	-$164K	0.03%	617
2017 Q1	$4.18M	Sell	22,461 -3,129	-12%	-$569K	0.03%	538
2016 Q4	$4.39M	Sell	25,590 -771	-3%	-$111K	0.04%	494
2016 Q3	$2.91M	Sell	26,361 -5,381	-17%	-$560K	0.03%	610
2016 Q2	$3.02M	Buy	31,742 +188	+0.6%	+$19.2K	0.03%	558
2016 Q1	$3.22M	Sell	31,554 -18,342	-37%	-$1.77M	0.04%	449
2015 Q4	$5.93M	Sell	49,896 -46,955	-48%	-$5.82M	0.07%	323
2015 Q3	$11.2M	Buy	96,851 +70,005	+261%	+$9.38M	0.19%	134
2015 Q2	$3.87M	Buy	+26,846	New	+$3.63M	0.28%	93

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 $1.25B AUM 41.83% 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 $9.54B AUM 19.86% 1-Year Est. Return

Raymond James Financial Services Advisors's SIVB Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 12,677 shares — an estimated $2.92M sold.

Raymond James Financial Services Advisors first reported a position in SIVB in Q2 2015 and held it in 30 quarters. The position peaked at $26.9M in Q3 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Raymond James Financial Services Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 12,677 SVB Financial Group shares in Q1 2023, an estimated $2.92M.
Raymond James Financial Services Advisors first reported a position in SVB Financial Group in Q2 2015 and held it in 30 quarters.
Raymond James Financial Services Advisors's SVB Financial Group position peaked at $26.9M in Q3 2018.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.