VFA
SIVB

Valeo Financial Advisors’s SVB Financial Group SIVB Stock Holding History

Valeo Financial 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
-961
Closed -$221K – 684
2022
Q4 		$221K Buy
+961
New +$239K 0.01% 460
2021
Q2 		– Sell
-75
Closed -$37K – 2122
2021
Q1 		$37K Buy
+75
New +$36.9K ﹤0.01% 982
2020
Q3 		– Sell
-22
Closed -$5K – 2308
2020
Q2 		$5K Buy
22
+15
+214% +$2.89K ﹤0.01% 1560
2020
Q1 		$1K Sell
7
-193
-97% -$42.5K ﹤0.01% 1775
2019
Q4 		$50K Sell
200
-3
-1% -$682 ﹤0.01% 655
2019
Q3 		$42K Sell
203
-1
-0.5% -$210 ﹤0.01% 663
2019
Q2 		$46K Hold
204
– – 0.01% 632
2019
Q1 		$45K Hold
204
– – 0.01% 591
2018
Q4 		$39K Sell
204
-5
-2% -$1.22K 0.01% 560
2018
Q3 		$50K Buy
209
+5
+2% +$1.58K 0.01% 549
2018
Q2 		$64K Buy
204
+189
+1,260% +$55.5K 0.01% 500
2018
Q1 		$4K Buy
15
+11
+275% +$2.76K ﹤0.01% 1232
2017
Q4 		$1K Hold
4
– – ﹤0.01% 1374
2017
Q3 		$1K Buy
+4
New +$703 ﹤0.01% 1171

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

Valeo Financial Advisors's SIVB Position: Q1 2023 in Review

Valeo Financial Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 961 shares — an estimated $221K sold.

Valeo Financial Advisors first reported a position in SIVB in Q3 2017 and held it in 14 quarters. The position peaked at $221K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Valeo Financial Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 961 SVB Financial Group shares in Q1 2023, an estimated $221K.
  • Valeo Financial Advisors first reported a position in SVB Financial Group in Q3 2017 and held it in 14 quarters.
  • Valeo Financial Advisors's SVB Financial Group position peaked at $221K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Valeo Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.