U.S. Capital Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

U.S. Capital 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	-6	Closed	-$1.38K	–	1622
2022 Q4	$1.38K	Buy	+6	New	+$1.49K	﹤0.01%	1514
2022 Q1	–	Sell	-613	Closed	-$416K	–	773
2021 Q4	$416K	Hold	613	–	–	0.02%	547
2021 Q3	$397K	Buy	+613	New	+$355K	0.02%	549

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

U.S. Capital Wealth Advisors's SIVB Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 6 shares — an estimated $1.38K sold.

U.S. Capital Wealth Advisors first reported a position in SIVB in Q3 2021 and held it in 3 quarters. The position peaked at $416K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 6 SVB Financial Group shares in Q1 2023, an estimated $1.38K.
U.S. Capital Wealth Advisors first reported a position in SVB Financial Group in Q3 2021 and held it in 3 quarters.
U.S. Capital Wealth Advisors's SVB Financial Group position peaked at $416K in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.