Accent Capital Management’s SVB Financial Group SIVB Stock Holding History

Accent Capital Management’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
2024 Q3	–	Sell	-1,100	Closed	-$33	–	222
2024 Q2	$33	Buy	+1,100	New	+$33	﹤0.01%	181
2024 Q1	–	Sell	-1,100	Closed	-$36	–	204
2023 Q4	$36	Buy	+1,100	New	+$36	﹤0.01%	212

Other funds holding SIVB

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Accent Capital Management's SIVB Position: Q3 2024 in Review

Accent Capital Management sold out of SVB Financial Group (SIVB) in Q3 2024, closing a stake of 1,100 shares — an estimated $33 sold.

Accent Capital Management first reported a position in SIVB in Q4 2023 and held it in 2 quarters. The position peaked at $36 in Q4 2023. 6 funds tracked by Wall St. Rank hold SIVB as of Q3 2024.

Accent Capital Management reported no remaining SVB Financial Group position as of Q3 2024 after selling out during the quarter.
Accent Capital Management sold 1,100 SVB Financial Group shares in Q3 2024, an estimated $33.
Accent Capital Management first reported a position in SVB Financial Group in Q4 2023 and held it in 2 quarters.
Accent Capital Management's SVB Financial Group position peaked at $36 in Q4 2023.
6 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2024.

Based on Accent Capital Management's 13F filing for Q3 2024, filed 6 Nov 2024.