Snowden Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Snowden Capital 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	-1,060	Closed	-$244K	–	1201
2022 Q4	$244K	Sell	1,060 -57	-5%	-$14.2K	0.01%	999
2022 Q3	$375K	Sell	1,117 -370	-25%	-$149K	0.02%	783
2022 Q2	$587K	Sell	1,487 -237	-14%	-$112K	0.03%	566
2022 Q1	$964K	Buy	1,724 +476	+38%	+$289K	0.04%	446
2021 Q4	$846K	Sell	1,248 -431	-26%	-$304K	0.04%	359
2021 Q3	$1.09M	Sell	1,679 -10,437	-86%	-$6.05M	0.05%	353
2021 Q2	$6.74M	Buy	12,116 +1,476	+14%	+$819K	0.34%	67
2021 Q1	$5.25M	Buy	+10,640	New	+$5.23M	0.3%	86

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 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

Snowden Capital Advisors's SIVB Position: Q1 2023 in Review

Snowden Capital Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,060 shares — an estimated $244K sold.

Snowden Capital Advisors first reported a position in SIVB in Q1 2021 and held it in 8 quarters. The position peaked at $6.74M in Q2 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Snowden Capital Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Snowden Capital Advisors sold 1,060 SVB Financial Group shares in Q1 2023, an estimated $244K.
Snowden Capital Advisors first reported a position in SVB Financial Group in Q1 2021 and held it in 8 quarters.
Snowden Capital Advisors's SVB Financial Group position peaked at $6.74M in Q2 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Snowden Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.