RJT
SIVB

Raymond James Trust’s SVB Financial Group SIVB Stock Holding History

Raymond James Trust’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
2022
Q4 		– Sell
-980
Closed -$329K – 1181
2022
Q3 		$329K Buy
980
+107
+12% +$43.1K 0.01% 747
2022
Q2 		$345K Buy
873
+350
+67% +$165K 0.01% 739
2022
Q1 		$293K Sell
523
-4
-0.8% -$2.43K 0.01% 895
2021
Q4 		$357K Buy
527
+56
+12% +$39.5K 0.01% 802
2021
Q3 		$305K Buy
471
+88
+23% +$51K 0.01% 850
2021
Q2 		$213K Sell
383
-31
-7% -$17.2K 0.01% 1031
2021
Q1 		$204K Buy
+414
New +$204K 0.01% 1032
2020
Q1 		– Sell
-985
Closed -$247K – 996
2019
Q4 		$247K Sell
985
-8
-0.8% -$1.82K 0.01% 795
2019
Q3 		$207K Sell
993
-117
-11% -$24.5K 0.01% 846
2019
Q2 		$249K Sell
1,110
-206
-16% -$47.6K 0.01% 722
2019
Q1 		$293K Buy
1,316
+27
+2% +$6.29K 0.02% 612
2018
Q4 		$245K Sell
1,289
-568
-31% -$139K 0.02% 644
2018
Q3 		$577K Buy
1,857
+146
+9% +$46.1K 0.03% 399
2018
Q2 		$494K Sell
1,711
-237
-12% -$69.6K 0.03% 424
2018
Q1 		$467K Buy
1,948
+243
+14% +$61K 0.03% 387
2017
Q4 		$398K Buy
1,705
+374
+28% +$79.7K 0.03% 455
2017
Q3 		$249K Sell
1,331
-143
-10% -$25.1K 0.02% 601
2017
Q2 		$259K Buy
1,474
+4
+0.3% +$716 0.02% 576
2017
Q1 		$273K Buy
+1,470
New +$267K 0.02% 528
2016
Q3 		– Sell
-2,341
Closed -$223K – 713
2016
Q2 		$223K Buy
2,341
+17
+0.7% +$1.74K 0.02% 565
2016
Q1 		$237K Buy
+2,324
New +$225K 0.02% 535
2015
Q4 		– Sell
-1,953
Closed -$226K – 707
2015
Q3 		$226K Sell
1,953
-310
-14% -$41.5K 0.03% 510
2015
Q2 		$326K Buy
2,263
+328
+17% +$44.3K 0.03% 420
2015
Q1 		$246K Buy
+1,935
New +$231K 0.03% 507

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Trust's SIVB Position: Q4 2022 in Review

Raymond James Trust sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 980 shares — an estimated $329K sold.

Raymond James Trust first reported a position in SIVB in Q1 2015 and held it in 24 quarters. The position peaked at $577K in Q3 2018. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Raymond James Trust reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Raymond James Trust sold 980 SVB Financial Group shares in Q4 2022, an estimated $329K.
  • Raymond James Trust first reported a position in SVB Financial Group in Q1 2015 and held it in 24 quarters.
  • Raymond James Trust's SVB Financial Group position peaked at $577K in Q3 2018.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Raymond James Trust's 13F filing for Q4 2022, filed 2 Feb 2023.