VCG
SIVB

Vantage Consulting Group’s SVB Financial Group SIVB Stock Holding History

Vantage Consulting Group’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
-942
Closed -$217K – 238
2022
Q4 		$217K Buy
+942
New +$234K 0.13% 176
2021
Q4 		– Sell
-352
Closed -$228K – 243
2021
Q3 		$228K Sell
352
-7
-2% -$4.06K 0.05% 167
2021
Q2 		$200K Buy
+359
New +$199K 0.03% 202
2021
Q1 		– Sell
-268
Closed -$104K – 1861
2020
Q4 		$104K Buy
+268
New +$86.8K 0.01% 167

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

Vantage Consulting Group's SIVB Position: Q1 2023 in Review

Vantage Consulting Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 942 shares — an estimated $217K sold.

Vantage Consulting Group first reported a position in SIVB in Q4 2020 and held it in 4 quarters. The position peaked at $228K in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Vantage Consulting Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Vantage Consulting Group sold 942 SVB Financial Group shares in Q1 2023, an estimated $217K.
  • Vantage Consulting Group first reported a position in SVB Financial Group in Q4 2020 and held it in 4 quarters.
  • Vantage Consulting Group's SVB Financial Group position peaked at $228K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Vantage Consulting Group's 13F filing for Q1 2023, filed 10 May 2023.