SIC
SIVB

Salem Investment Counselors’s SVB Financial Group SIVB Stock Holding History

Salem Investment Counselors’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
-2,395
Closed -$551K – 1173
2022
Q4 		$551K Sell
2,395
-490
-17% -$122K 0.02% 235
2022
Q3 		$969K Hold
2,885
– – 0.04% 177
2022
Q2 		$1.14M Sell
2,885
-18
-0.6% -$8.48K 0.05% 168
2022
Q1 		$1.62M Sell
2,903
-194
-6% -$118K 0.06% 155
2021
Q4 		$2.1M Buy
3,097
+122
+4% +$85.9K 0.07% 133
2021
Q3 		$1.92M Buy
2,975
+930
+45% +$539K 0.11% 142
2021
Q2 		$1.14M Buy
2,045
+90
+5% +$49.9K 0.06% 165
2021
Q1 		$965K Hold
1,955
– – 0.06% 163
2020
Q4 		$758K Sell
1,955
-20
-1% -$6.48K 0.05% 167
2020
Q3 		$475K Sell
1,975
-265
-12% -$62.3K 0.04% 187
2020
Q2 		$483K Hold
2,240
– – 0.04% 179
2020
Q1 		$338K Hold
2,240
– – 0.04% 192
2019
Q4 		$562K Sell
2,240
-10
-0.4% -$2.27K 0.05% 180
2019
Q3 		$470K Buy
2,250
+50
+2% +$10.5K 0.04% 181
2019
Q2 		$494K Sell
2,200
-217
-9% -$50.2K 0.05% 188
2019
Q1 		$751K Buy
2,417
+7
+0.3% +$1.63K 0.08% 134
2018
Q4 		$458K Sell
2,410
-7
-0.3% -$1.71K 0.06% 143
2018
Q3 		$751K Sell
2,417
-150
-6% -$47.3K 0.08% 134
2018
Q2 		$741K Sell
2,567
-135
-5% -$39.7K 0.07% 132
2018
Q1 		$637K Sell
2,702
-10
-0.4% -$2.51K 0.07% 134
2017
Q4 		$634K Buy
2,712
+40
+1% +$8.52K 0.07% 145
2017
Q3 		$499K Sell
2,672
-110
-4% -$19.3K 0.06% 157
2017
Q2 		$489K Sell
2,782
-965
-26% -$173K 0.06% 168
2017
Q1 		$684K Sell
3,747
-20
-0.5% -$3.64K 0.07% 162
2016
Q4 		$647K Buy
3,767
+1,027
+37% +$147K 0.07% 156
2016
Q3 		$3.03K Sell
2,740
-50
-2% -$5.21K 0.04% 189
2016
Q2 		$266K Sell
2,790
-100
-3% -$10.2K 0.03% 222
2016
Q1 		$295K Buy
+2,890
New +$280K 0.04% 213
2014
Q2 		– Sell
-3,995
Closed -$514K – 307
2014
Q1 		$514K Hold
3,995
– – 0.06% 192
2013
Q4 		$419K Sell
3,995
-50
-1% -$4.89K 0.05% 198
2013
Q3 		$349K Hold
4,045
– – 0.05% 213
2013
Q2 		$337K Buy
+4,045
New +$296K 0.05% 206

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
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

Salem Investment Counselors's SIVB Position: Q1 2023 in Review

Salem Investment Counselors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,395 shares — an estimated $551K sold.

Salem Investment Counselors first reported a position in SIVB in Q2 2013 and held it in 32 quarters. The position peaked at $2.1M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Salem Investment Counselors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 2,395 SVB Financial Group shares in Q1 2023, an estimated $551K.
  • Salem Investment Counselors first reported a position in SVB Financial Group in Q2 2013 and held it in 32 quarters.
  • Salem Investment Counselors's SVB Financial Group position peaked at $2.1M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Salem Investment Counselors's 13F filing for Q1 2023, filed 11 May 2023.