TCA
SIVB

Trifecta Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Trifecta Capital 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
-5
Closed -$1.15K – 466
2022
Q4 		$1.15K Buy
+5
New +$1.24K ﹤0.01% 365

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

Trifecta Capital Advisors's SIVB Position: Q1 2023 in Review

Trifecta Capital Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 5 shares — an estimated $1.15K sold.

Trifecta Capital Advisors first reported a position in SIVB in Q4 2022 and held it in 1 quarter. The position peaked at $1.15K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Trifecta Capital Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 5 SVB Financial Group shares in Q1 2023, an estimated $1.15K.
  • Trifecta Capital Advisors first reported a position in SVB Financial Group in Q4 2022 and held it in 1 quarter.
  • Trifecta Capital Advisors's SVB Financial Group position peaked at $1.15K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Trifecta Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.