SFG
SIVB

Synergy Financial Group’s SVB Financial Group SIVB Stock Holding History

Synergy Financial Group’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
-1,409
Closed -$324K – 83
2022
Q4 		$324K Sell
1,409
-214
-13% -$53.2K 0.64% 43
2022
Q3 		$545K Hold
1,623
– – 0.82% 35
2022
Q2 		$641K Sell
1,623
-10
-0.6% -$4.71K 1% 28
2022
Q1 		$914K Hold
1,633
– – 0.96% 33
2021
Q4 		$1.11M Buy
+1,633
New +$1.15M 0.99% 27

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

Synergy Financial Group's SIVB Position: Q1 2023 in Review

Synergy Financial Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,409 shares — an estimated $324K sold.

Synergy Financial Group first reported a position in SIVB in Q4 2021 and held it in 5 quarters. The position peaked at $1.11M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Synergy Financial Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Synergy Financial Group sold 1,409 SVB Financial Group shares in Q1 2023, an estimated $324K.
  • Synergy Financial Group first reported a position in SVB Financial Group in Q4 2021 and held it in 5 quarters.
  • Synergy Financial Group's SVB Financial Group position peaked at $1.11M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Synergy Financial Group's 13F filing for Q1 2023, filed 3 May 2023.