Simplex Trading
SIVB

Simplex Trading’s SVB Financial Group SIVB Stock Holding History

Simplex Trading’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
-3,671
Closed -$912K – 11178
2022
Q3 		$1.23M Buy
+3,671
New +$1.48M ﹤0.01% 2414
2022
Q1 		– Sell
-519
Closed -$315K – 12006
2021
Q4 		$352K Buy
+519
New +$366K ﹤0.01% 4326
2020
Q1 		– Sell
-5,331
Closed -$1.17M – 8756
2019
Q4 		$1.34M Buy
+5,331
New +$1.21M ﹤0.01% 1822
2019
Q3 		– Sell
-384
Closed -$80.5K – 8363
2019
Q2 		$86K Buy
+384
New +$88.8K ﹤0.01% 4349
2019
Q1 		– Sell
-1,464
Closed -$341K – 8425
2018
Q4 		$278K Buy
1,464
+692
+90% +$169K ﹤0.01% 2803
2018
Q3 		$239K Sell
772
-1,173
-60% -$370K ﹤0.01% 3452
2018
Q2 		$561K Sell
1,945
-1,361
-41% -$400K ﹤0.01% 2350
2018
Q1 		$793K Buy
3,306
+1,703
+106% +$427K 0.03% 490
2017
Q4 		$374K Buy
+1,603
New +$342K 0.02% 868
2017
Q2 		– Sell
-965
Closed -$173K – 7432
2017
Q1 		$179K Buy
+965
New +$175K 0.01% 1293
2016
Q3 		– Sell
-3,561
Closed -$371K – 7118
2016
Q2 		$338K Buy
+3,561
New +$364K 0.02% 711
2015
Q1 		– Sell
-244
Closed -$29.2K – 6343
2014
Q4 		$28K Buy
+244
New +$26.6K ﹤0.01% 1809

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Simplex Trading's SIVB Position: Q4 2022 in Review

Simplex Trading sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 3,671 shares — an estimated $912K sold.

Simplex Trading first reported a position in SIVB in Q4 2014 and held it in 12 quarters. The position peaked at $1.34M in Q4 2019. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Simplex Trading reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Simplex Trading sold 3,671 SVB Financial Group shares in Q4 2022, an estimated $912K.
  • Simplex Trading first reported a position in SVB Financial Group in Q4 2014 and held it in 12 quarters.
  • Simplex Trading's SVB Financial Group position peaked at $1.34M in Q4 2019.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Simplex Trading's 13F filing for Q4 2022, filed 2 Feb 2023.