TWA
SIVB

TCI Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

TCI Wealth 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
-10
Closed -$2.3K – 2697
2022
Q4 		$2.3K Sell
10
-65
-87% -$16.1K ﹤0.01% 1939
2022
Q3 		$25K Sell
75
-1
-1% -$403 ﹤0.01% 574
2022
Q2 		$30K Buy
76
+26
+52% +$12.2K ﹤0.01% 522
2022
Q1 		$27K Buy
50
+10
+25% +$6.07K ﹤0.01% 582
2021
Q4 		$27K Hold
40
– – ﹤0.01% 585
2021
Q3 		$26K Buy
40
+12
+43% +$6.96K ﹤0.01% 592
2021
Q2 		$16K Buy
28
+13
+87% +$7.21K ﹤0.01% 698
2021
Q1 		$7K Buy
15
+8
+114% +$3.93K ﹤0.01% 1109
2020
Q4 		$3K Hold
7
– – ﹤0.01% 1171
2020
Q3 		$2K Hold
7
– – ﹤0.01% 1233
2020
Q2 		$2K Buy
7
+3
+75% +$578 ﹤0.01% 1181
2020
Q1 		$1K Sell
4
-154
-97% -$33.9K ﹤0.01% 1431
2019
Q4 		$40K Buy
+158
New +$35.9K 0.02% 427
2014
Q4 		– Sell
-5
Closed -$1K – 974
2014
Q3 		$1K Hold
5
– – ﹤0.01% 872
2014
Q2 		$1K Buy
+5
New +$557 ﹤0.01% 885

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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

TCI Wealth Advisors's SIVB Position: Q1 2023 in Review

TCI Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 10 shares — an estimated $2.3K sold.

TCI Wealth Advisors first reported a position in SIVB in Q2 2014 and held it in 15 quarters. The position peaked at $40K in Q4 2019. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • TCI Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 10 SVB Financial Group shares in Q1 2023, an estimated $2.3K.
  • TCI Wealth Advisors first reported a position in SVB Financial Group in Q2 2014 and held it in 15 quarters.
  • TCI Wealth Advisors's SVB Financial Group position peaked at $40K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.