Symmetry Partners’s SVB Financial Group SIVB Stock Holding History

Symmetry Partners’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	-1,045	Closed	-$240K	–	568
2022 Q4	$240K	Sell	1,045 -729	-41%	-$181K	0.01%	503
2022 Q3	$596K	Sell	1,774 -1,240	-41%	-$499K	0.04%	264
2022 Q2	$1.19M	Hold	3,014	–	–	0.08%	139
2022 Q1	$1.69M	Hold	3,014	–	–	0.11%	108
2021 Q4	$2.04M	Hold	3,014	–	–	0.13%	100
2021 Q3	$2M	Hold	3,014	–	–	0.13%	101
2021 Q2	$1.68M	Hold	3,014	–	–	0.11%	126
2021 Q1	$1.49M	Hold	3,014	–	–	0.11%	133
2020 Q4	$1.17M	Sell	3,014 -345	-10%	-$112K	0.09%	155
2020 Q3	$808K	Buy	+3,359	New	+$790K	0.07%	207
2019 Q2	–	Sell	-1,433	Closed	-$319K	–	453
2019 Q1	$319K	Sell	1,433 -309	-18%	-$71.9K	0.05%	239
2018 Q4	$331K	Buy	+1,742	New	+$426K	0.08%	175

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

Symmetry Partners's SIVB Position: Q1 2023 in Review

Symmetry Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,045 shares — an estimated $240K sold.

Symmetry Partners first reported a position in SIVB in Q4 2018 and held it in 12 quarters. The position peaked at $2.04M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Symmetry Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Symmetry Partners sold 1,045 SVB Financial Group shares in Q1 2023, an estimated $240K.
Symmetry Partners first reported a position in SVB Financial Group in Q4 2018 and held it in 12 quarters.
Symmetry Partners's SVB Financial Group position peaked at $2.04M in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Symmetry Partners's 13F filing for Q1 2023, filed 3 Apr 2023.