Achmea Investment Management’s SVB Financial Group SIVB Stock Holding History

Achmea Investment 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
2023 Q2	–	Sell	-1,499	Closed	-$1K	–	658
2023 Q1	$1K	Hold	1,499	–	–	﹤0.01%	629
2022 Q4	$323K	Hold	1,499	–	–	0.01%	520
2022 Q3	$504K	Hold	1,499	–	–	0.02%	481
2022 Q2	$592K	Hold	1,499	–	–	0.02%	468
2022 Q1	$839K	Buy	+1,499	New	+$910K	0.02%	473
2021 Q4	–	Sell	-1,499	Closed	-$970K	–	671
2021 Q3	$970K	Sell	1,499 -1,594	-52%	-$924K	0.03%	437
2021 Q2	$1.72M	Sell	3,093 -356	-10%	-$197K	0.06%	351
2021 Q1	$1.7M	Buy	3,449 +620	+22%	+$305K	0.06%	347
2020 Q4	$1.1M	Hold	2,829	–	–	0.04%	389
2020 Q3	$680K	Sell	2,829 -3,300	-54%	-$776K	0.03%	407
2020 Q2	$1.32M	Buy	+6,129	New	+$1.18M	0.04%	215
2019 Q2	–	Sell	-1,953	Closed	-$434K	–	556
2019 Q1	$434K	Buy	+1,953	New	+$455K	0.02%	403

Other funds holding SIVB

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

Achmea Investment Management's SIVB Position: Q2 2023 in Review

Achmea Investment Management sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 1,499 shares — an estimated $1K sold.

Achmea Investment Management first reported a position in SIVB in Q1 2019 and held it in 12 quarters. The position peaked at $1.72M in Q2 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

Achmea Investment Management reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
Achmea Investment Management sold 1,499 SVB Financial Group shares in Q2 2023, an estimated $1K.
Achmea Investment Management first reported a position in SVB Financial Group in Q1 2019 and held it in 12 quarters.
Achmea Investment Management's SVB Financial Group position peaked at $1.72M in Q2 2021.
22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Achmea Investment Management's 13F filing for Q2 2023, filed 24 Jul 2023.