Wealthfront Advisers
SIVB

Wealthfront Advisers’s SVB Financial Group SIVB Stock Holding History

Wealthfront 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
-3,580
Closed -$824K – 823
2022
Q4 		$824K Sell
3,580
-1
-0% -$248 ﹤0.01% 544
2022
Q3 		$1.2M Sell
3,581
-321
-8% -$129K 0.01% 453
2022
Q2 		$1.54M Buy
3,902
+598
+18% +$282K 0.01% 424
2022
Q1 		$1.85M Sell
3,304
-2,203
-40% -$1.34M 0.01% 416
2021
Q4 		$3.74M Buy
5,507
+391
+8% +$275K 0.02% 245
2021
Q3 		$3.31M Buy
5,116
+1,051
+26% +$609K 0.02% 229
2021
Q2 		$2.26M Buy
4,065
+272
+7% +$151K 0.01% 278
2021
Q1 		$1.87M Buy
3,793
+623
+20% +$306K 0.01% 286
2020
Q4 		$1.23M Sell
3,170
-37
-1% -$12K 0.01% 331
2020
Q3 		$772K Sell
3,207
-86
-3% -$20.2K 0.01% 371
2020
Q2 		$710K Sell
3,293
-3,770
-53% -$726K 0.01% 373
2020
Q1 		$1.07M Buy
7,063
+2,139
+43% +$471K 0.01% 277
2019
Q4 		$1.24M Buy
4,924
+1,141
+30% +$259K 0.01% 280
2019
Q3 		$790K Buy
3,783
+742
+24% +$155K 0.01% 327
2019
Q2 		$683K Buy
3,041
+766
+34% +$177K 0.01% 344
2019
Q1 		$506K Buy
+2,275
New +$530K ﹤0.01% 367

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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Wealthfront Advisers's SIVB Position: Q1 2023 in Review

Wealthfront Advisers sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 3,580 shares — an estimated $824K sold.

Wealthfront Advisers first reported a position in SIVB in Q1 2019 and held it in 16 quarters. The position peaked at $3.74M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Wealthfront Advisers reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Wealthfront Advisers sold 3,580 SVB Financial Group shares in Q1 2023, an estimated $824K.
  • Wealthfront Advisers first reported a position in SVB Financial Group in Q1 2019 and held it in 16 quarters.
  • Wealthfront Advisers's SVB Financial Group position peaked at $3.74M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Wealthfront Advisers's 13F filing for Q1 2023, filed 28 Apr 2023.