S
SIVB

SignatureFD’s SVB Financial Group SIVB Stock Holding History

SignatureFD’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
-1,345
Closed -$310K – 3453
2022
Q4 		$310K Buy
1,345
+520
+63% +$129K 0.01% 549
2022
Q3 		$277K Sell
825
-82
-9% -$33K 0.01% 561
2022
Q2 		$358K Buy
907
+25
+3% +$11.8K 0.01% 468
2022
Q1 		$493K Sell
882
-155
-15% -$94.1K 0.01% 408
2021
Q4 		$703K Buy
1,037
+181
+21% +$128K 0.02% 293
2021
Q3 		$554K Buy
856
+597
+231% +$346K 0.02% 339
2021
Q2 		$144K Buy
259
+9
+4% +$4.99K 0.01% 805
2021
Q1 		$123K Buy
250
+23
+10% +$11.3K 0.01% 784
2020
Q4 		$88K Buy
227
+28
+14% +$9.07K ﹤0.01% 839
2020
Q3 		$48K Sell
199
-33
-14% -$7.76K ﹤0.01% 1008
2020
Q2 		$50K Sell
232
-6
-3% -$1.16K ﹤0.01% 958
2020
Q1 		$36K Sell
238
-91
-28% -$20K ﹤0.01% 1028
2019
Q4 		$83K Buy
329
+198
+151% +$45K 0.01% 780
2019
Q3 		$27K Sell
131
-88
-40% -$18.4K ﹤0.01% 1139
2019
Q2 		$49K Buy
219
+8
+4% +$1.85K ﹤0.01% 912
2019
Q1 		$47K Buy
211
+36
+21% +$8.38K ﹤0.01% 910
2018
Q4 		$33K Buy
175
+14
+9% +$3.42K ﹤0.01% 981
2018
Q3 		$50K Sell
161
-342
-68% -$108K 0.01% 883
2018
Q2 		$145K Buy
503
+389
+341% +$114K 0.02% 486
2018
Q1 		$27K Buy
+114
New +$28.6K ﹤0.01% 955
2016
Q4 		– Sell
-91
Closed -$10K – 1562
2016
Q3 		$10K Hold
91
– – ﹤0.01% 1042
2016
Q2 		$9K Hold
91
– – ﹤0.01% 952
2016
Q1 		$9K Buy
91
+38
+72% +$3.68K ﹤0.01% 875
2015
Q4 		$6K Buy
+53
New +$6.57K ﹤0.01% 875

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 $8.74B AUM 14.62% 1-Year Est. Return

SignatureFD's SIVB Position: Q1 2023 in Review

SignatureFD sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,345 shares — an estimated $310K sold.

SignatureFD first reported a position in SIVB in Q4 2015 and held it in 24 quarters. The position peaked at $703K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • SignatureFD reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • SignatureFD sold 1,345 SVB Financial Group shares in Q1 2023, an estimated $310K.
  • SignatureFD first reported a position in SVB Financial Group in Q4 2015 and held it in 24 quarters.
  • SignatureFD's SVB Financial Group position peaked at $703K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on SignatureFD's 13F filing for Q1 2023, filed 28 Apr 2023.