WBC
SIVB

Westpac Banking Corp’s SVB Financial Group SIVB Stock Holding History

Westpac Banking Corp’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
Q2 		– Sell
-4,924
Closed -$4.46K – 806
2023
Q1 		$4.46K Sell
4,924
-211
-4% -$59.2K ﹤0.01% 802
2022
Q4 		$1.18M Buy
5,135
+110
+2% +$27.3K 0.02% 586
2022
Q3 		$1.69M Buy
5,025
+962
+24% +$387K 0.03% 530
2022
Q2 		$1.6M Sell
4,063
-9,333
-70% -$4.4M 0.02% 580
2022
Q1 		$7.49M Hold
13,396
– – 0.09% 304
2021
Q4 		$9.09M Sell
13,396
-2,966
-18% -$2.09M 0.09% 276
2021
Q3 		$10.6M Sell
16,362
-800
-5% -$464K 0.11% 232
2021
Q2 		$9.55M Buy
17,162
+13,200
+333% +$7.32M 0.1% 279
2021
Q1 		$1.96M Hold
3,962
– – 0.02% 563
2020
Q4 		$1.54M Hold
3,962
– – 0.02% 624
2020
Q3 		$953K Hold
3,962
– – 0.01% 673
2020
Q2 		$854K Hold
3,962
– – 0.01% 674
2020
Q1 		$599K Hold
3,962
– – 0.01% 696
2019
Q4 		$995K Hold
3,962
– – 0.01% 685
2019
Q3 		$828K Hold
3,962
– – 0.01% 689
2019
Q2 		$890K Hold
3,962
– – 0.01% 575
2019
Q1 		$881K Hold
3,962
– – 0.01% 568
2018
Q4 		$752K Hold
3,962
– – 0.01% 641
2018
Q3 		$1.23M Hold
3,962
– – 0.02% 505
2018
Q2 		$1.14M Hold
3,962
– – 0.02% 476
2018
Q1 		$951K Hold
3,962
– – 0.02% 499
2017
Q4 		$926K Hold
3,962
– – 0.02% 478
2017
Q3 		$741K Sell
3,962
-98
-2% -$17.2K 0.02% 581
2017
Q2 		$714K Buy
4,060
+1,805
+80% +$323K 0.02% 594
2017
Q1 		$420K Buy
+2,255
New +$410K ﹤0.01% 843

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Westpac Banking Corp's SIVB Position: Q2 2023 in Review

Westpac Banking Corp sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 4,924 shares — an estimated $4.46K sold.

Westpac Banking Corp first reported a position in SIVB in Q1 2017 and held it in 25 quarters. The position peaked at $10.6M in Q3 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Westpac Banking Corp reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Westpac Banking Corp sold 4,924 SVB Financial Group shares in Q2 2023, an estimated $4.46K.
  • Westpac Banking Corp first reported a position in SVB Financial Group in Q1 2017 and held it in 25 quarters.
  • Westpac Banking Corp's SVB Financial Group position peaked at $10.6M in Q3 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Westpac Banking Corp's 13F filing for Q2 2023, filed 10 Aug 2023.