AIP
SIVB

Ameritas Investment Partners’s SVB Financial Group SIVB Stock Holding History

Ameritas Investment Partners’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
-756
Closed -$684 – 3317
2023
Q1 		$684 Buy
756
+5
+0.7% +$1.4K ﹤0.01% 2989
2022
Q4 		$223K Sell
751
-5,935
-89% -$1.47M 0.01% 1077
2022
Q3 		$2.24M Buy
6,686
+5,917
+769% +$2.38M 0.1% 200
2022
Q2 		$303K Hold
769
– – 0.01% 887
2022
Q1 		$430K Hold
769
– – 0.02% 838
2021
Q4 		$522K Sell
769
-35
-4% -$24.7K 0.02% 802
2021
Q3 		$520K Buy
804
+50
+7% +$29K 0.02% 784
2021
Q2 		$420K Hold
754
– – 0.02% 841
2021
Q1 		$372K Sell
754
-38
-5% -$18.7K 0.01% 873
2020
Q4 		$307K Hold
792
– – 0.01% 919
2020
Q3 		$191K Sell
792
-76
-9% -$17.9K 0.01% 1055
2020
Q2 		$187K Hold
868
– – 0.01% 1054
2020
Q1 		$131K Hold
868
– – 0.01% 1121
2019
Q4 		$218K Hold
868
– – 0.01% 1043
2019
Q3 		$181K Sell
868
-71
-8% -$14.9K 0.01% 1111
2019
Q2 		$211K Hold
939
– – 0.01% 1031
2019
Q1 		$209K Hold
939
– – 0.01% 1024
2018
Q4 		$178K Sell
939
-67
-7% -$16.4K 0.01% 1031
2018
Q3 		$313K Hold
1,006
– – 0.01% 865
2018
Q2 		$290K Sell
1,006
-94
-9% -$27.6K 0.01% 879
2018
Q1 		$264K Sell
1,100
-14,688
-93% -$3.69M 0.01% 948
2017
Q4 		$3.69M Buy
15,788
+79
+0.5% +$16.8K 0.17% 118
2017
Q3 		$2.66M Hold
15,709
– – 0.13% 165
2017
Q2 		$2.76M Buy
15,709
+289
+2% +$51.8K 0.13% 150
2017
Q1 		$2.87M Sell
15,420
-281
-2% -$51.1K 0.14% 139
2016
Q4 		$2.69M Sell
15,701
-105
-0.7% -$15.1K 0.14% 156
2016
Q3 		$1.75M Buy
15,806
+7,615
+93% +$793K 0.1% 242
2016
Q2 		$779K Sell
8,191
-10,981
-57% -$1.12M 0.05% 400
2016
Q1 		$1.96M Hold
19,172
– – 0.13% 174
2015
Q4 		$2.28M Buy
19,172
+611
+3% +$75.8K 0.15% 146
2015
Q3 		$2.14M Hold
18,561
– – 0.15% 152
2015
Q2 		$2.67M Buy
18,561
+3,500
+23% +$473K 0.18% 132
2015
Q1 		$1.91M Buy
15,061
+7,554
+101% +$903K 0.13% 183
2014
Q4 		$871K Hold
7,507
– – 0.06% 333
2014
Q3 		$841K Buy
7,507
+86
+1% +$9.54K 0.06% 338
2014
Q2 		$865K Buy
7,421
+423
+6% +$47.2K 0.06% 337
2014
Q1 		$901K Sell
6,998
-222
-3% -$25.9K 0.07% 319
2013
Q4 		$757K Hold
7,220
– – 0.06% 384
2013
Q3 		$624K Buy
+7,220
New +$624K 0.06% 419

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 $1.96B AUM 48.96% 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

Ameritas Investment Partners's SIVB Position: Q2 2023 in Review

Ameritas Investment Partners sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 756 shares — an estimated $684 sold.

Ameritas Investment Partners first reported a position in SIVB in Q3 2013 and held it in 39 quarters. The position peaked at $3.69M in Q4 2017. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Ameritas Investment Partners reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Ameritas Investment Partners sold 756 SVB Financial Group shares in Q2 2023, an estimated $684.
  • Ameritas Investment Partners first reported a position in SVB Financial Group in Q3 2013 and held it in 39 quarters.
  • Ameritas Investment Partners's SVB Financial Group position peaked at $3.69M in Q4 2017.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Ameritas Investment Partners's 13F filing for Q2 2023, filed 11 Aug 2023.