SS
SIVB

Sunbelt Securities’s SVB Financial Group SIVB Stock Holding History

Sunbelt Securities’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
-1,485
Closed -$342K – 1650
2022
Q4 		$342K Buy
1,485
+32
+2% +$7.95K 0.07% 320
2022
Q3 		$488K Buy
1,453
+26
+2% +$10.5K 0.1% 234
2022
Q2 		$564K Buy
1,427
+17
+1% +$8.01K 0.12% 219
2022
Q1 		$800K Sell
1,410
-143
-9% -$86.8K 0.15% 180
2021
Q4 		$987K Sell
1,553
-274
-15% -$193K 0.16% 151
2021
Q3 		$1.03M Hold
1,827
– – 0.18% 137
2021
Q2 		$1.03M Buy
1,827
+39
+2% +$21.6K 0.18% 137
2021
Q1 		$883K Sell
1,788
-41
-2% -$20.2K 0.17% 148
2020
Q4 		$709K Buy
1,829
+122
+7% +$39.5K 0.15% 177
2020
Q3 		$437K Buy
+1,707
New +$402K 0.12% 215

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 $9.54B AUM 19.86% 1-Year Est. Return

Sunbelt Securities's SIVB Position: Q1 2023 in Review

Sunbelt Securities sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,485 shares — an estimated $342K sold.

Sunbelt Securities first reported a position in SIVB in Q3 2020 and held it in 10 quarters. The position peaked at $1.03M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Sunbelt Securities reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Sunbelt Securities sold 1,485 SVB Financial Group shares in Q1 2023, an estimated $342K.
  • Sunbelt Securities first reported a position in SVB Financial Group in Q3 2020 and held it in 10 quarters.
  • Sunbelt Securities's SVB Financial Group position peaked at $1.03M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Sunbelt Securities's 13F filing for Q1 2023, filed 17 May 2023.