Valley National Advisers’s SVB Financial Group SIVB Stock Holding History

Valley National Advisers’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	-128	Closed	-$32K	–	1006
2022 Q4	$32K	Buy	128 +26	+25%	+$6.46K	0.01%	439
2022 Q3	$34K	Buy	102 +16	+19%	+$6.44K	0.01%	431
2022 Q2	$36K	Buy	86 +22	+34%	+$10.4K	0.01%	395
2022 Q1	$36K	Buy	64 +27	+73%	+$16.4K	0.01%	435
2021 Q4	$25K	Buy	37 +2	+6%	+$1.41K	﹤0.01%	476
2021 Q3	$23K	Buy	35 +6	+21%	+$3.48K	﹤0.01%	468
2021 Q2	$16K	Buy	29 +13	+81%	+$7.21K	﹤0.01%	523
2021 Q1	$8K	Buy	+16	New	+$7.87K	﹤0.01%	581

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

Valley National Advisers's SIVB Position: Q1 2023 in Review

Valley National Advisers sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 128 shares — an estimated $32K sold.

Valley National Advisers first reported a position in SIVB in Q1 2021 and held it in 8 quarters. The position peaked at $36K in Q2 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Valley National Advisers reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Valley National Advisers sold 128 SVB Financial Group shares in Q1 2023, an estimated $32K.
Valley National Advisers first reported a position in SVB Financial Group in Q1 2021 and held it in 8 quarters.
Valley National Advisers's SVB Financial Group position peaked at $36K in Q2 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Valley National Advisers's 13F filing for Q1 2023, filed 26 Apr 2023.