TD Asset Management
SIVB

TD Asset Management’s SVB Financial Group SIVB Stock Holding History

TD Asset Management’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
-73,723
Closed -$17M – 1502
2022
Q4 		$17M Sell
73,723
-12,886
-15% -$3.2M 0.02% 470
2022
Q3 		$29.3M Sell
86,609
-3,485
-4% -$1.4M 0.04% 335
2022
Q2 		$35.6M Buy
90,094
+2,728
+3% +$1.29M 0.04% 319
2022
Q1 		$48.9M Buy
87,366
+44,975
+106% +$27.3M 0.04% 295
2021
Q4 		$28.8M Sell
42,391
-1,104
-3% -$778K 0.02% 423
2021
Q3 		$28.1M Sell
43,495
-978
-2% -$567K 0.03% 397
2021
Q2 		$24.5M Buy
44,473
+26,176
+143% +$14.5M 0.02% 433
2021
Q1 		$9.03M Buy
18,297
+535
+3% +$263K 0.01% 666
2020
Q4 		$6.89M Buy
17,762
+339
+2% +$110K 0.01% 702
2020
Q3 		$4.19M Buy
17,423
+5,018
+40% +$1.18M 0.01% 750
2020
Q2 		$2.67M Sell
12,405
-43
-0.3% -$8.28K ﹤0.01% 812
2020
Q1 		$1.88M Sell
12,448
-2,600
-17% -$572K ﹤0.01% 851
2019
Q4 		$3.78M Sell
15,048
-58
-0.4% -$13.2K 0.01% 778
2019
Q3 		$3.16M Sell
15,106
-9,480
-39% -$1.99M ﹤0.01% 801
2019
Q2 		$5.52M Sell
24,586
-17,403
-41% -$4.02M 0.01% 659
2019
Q1 		$9.34M Sell
41,989
-10,628
-20% -$2.47M 0.01% 540
2018
Q4 		$9.99M Buy
52,617
+32,565
+162% +$7.96M 0.02% 488
2018
Q3 		$6.23M Buy
20,052
+4,121
+26% +$1.3M 0.01% 663
2018
Q2 		$4.6M Buy
15,931
+686
+4% +$202K 0.01% 736
2018
Q1 		$3.66M Buy
+15,245
New +$3.83M 0.01% 744
2017
Q3 		– Sell
-1,255
Closed -$221K – 1367
2017
Q2 		$221K Buy
+1,255
New +$225K ﹤0.01% 1303

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

TD Asset Management's SIVB Position: Q1 2023 in Review

TD Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 73,723 shares — an estimated $17M sold.

TD Asset Management first reported a position in SIVB in Q2 2017 and held it in 21 quarters. The position peaked at $48.9M in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • TD Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • TD Asset Management sold 73,723 SVB Financial Group shares in Q1 2023, an estimated $17M.
  • TD Asset Management first reported a position in SVB Financial Group in Q2 2017 and held it in 21 quarters.
  • TD Asset Management's SVB Financial Group position peaked at $48.9M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on TD Asset Management's 13F filing for Q1 2023, filed 10 May 2023.