Vontobel Holding
SIVB

Vontobel Holding’s SVB Financial Group SIVB Stock Holding History

Vontobel Holding’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
-1,002
Closed -$217K – 1177
2022
Q4 		$217K Buy
1,002
+109
+12% +$27.1K ﹤0.01% 977
2022
Q3 		$300K Sell
893
-363
-29% -$146K ﹤0.01% 854
2022
Q2 		$505K Sell
1,256
-2,447
-66% -$1.15M 0.01% 713
2022
Q1 		$2.1M Buy
3,703
+2,259
+156% +$1.37M 0.02% 419
2021
Q4 		$981K Sell
1,444
-116
-7% -$81.7K 0.01% 637
2021
Q3 		$1.01M Sell
1,560
-1,583
-50% -$918K 0.01% 615
2021
Q2 		$1.75M Buy
3,143
+1,747
+125% +$969K 0.02% 468
2021
Q1 		$689K Sell
1,396
-75
-5% -$36.9K 0.01% 598
2020
Q4 		$742K Buy
+1,471
New +$477K ﹤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
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

Vontobel Holding's SIVB Position: Q1 2023 in Review

Vontobel Holding sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,002 shares — an estimated $217K sold.

Vontobel Holding first reported a position in SIVB in Q4 2020 and held it in 9 quarters. The position peaked at $2.1M in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Vontobel Holding reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Vontobel Holding sold 1,002 SVB Financial Group shares in Q1 2023, an estimated $217K.
  • Vontobel Holding first reported a position in SVB Financial Group in Q4 2020 and held it in 9 quarters.
  • Vontobel Holding's SVB Financial Group position peaked at $2.1M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Vontobel Holding's 13F filing for Q1 2023, filed 12 Apr 2023.