AIP
SIVB
Ameritas Investment Partners’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-756
| Closed | -$684 | – | 3317 |
|
|
2023
Q1 | $684 | Buy |
756
+5
| +0.7% | +$5 | ﹤0.01% | 2989 |
|
|
2022
Q4 | $223K | Sell |
751
-5,935
| -89% | -$1.76M | 0.01% | 1077 |
|
|
2022
Q3 | $2.24M | Buy |
6,686
+5,917
| +769% | +$1.99M | 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% | -$23.8K | 0.02% | 802 |
|
|
2021
Q3 | $520K | Buy |
804
+50
| +7% | +$32.3K | 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% | -$18.3K | 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% | -$14.8K | 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% | -$12.7K | 0.01% | 1031 |
|
|
2018
Q3 | $313K | Hold |
1,006
| – | – | 0.01% | 865 |
|
|
2018
Q2 | $290K | Sell |
1,006
-94
| -9% | -$27.1K | 0.01% | 879 |
|
|
2018
Q1 | $264K | Sell |
1,100
-14,688
| -93% | -$3.53M | 0.01% | 948 |
|
|
2017
Q4 | $3.69M | Buy |
15,788
+79
| +0.5% | +$18.5K | 0.17% | 118 |
|
|
2017
Q3 | $2.66M | Hold |
15,709
| – | – | 0.13% | 165 |
|
|
2017
Q2 | $2.76M | Buy |
15,709
+289
| +2% | +$50.8K | 0.13% | 150 |
|
|
2017
Q1 | $2.87M | Sell |
15,420
-281
| -2% | -$52.3K | 0.14% | 139 |
|
|
2016
Q4 | $2.7M | Sell |
15,701
-105
| -0.7% | -$18K | 0.14% | 156 |
|
|
2016
Q3 | $1.75M | Buy |
15,806
+7,615
| +93% | +$842K | 0.1% | 242 |
|
|
2016
Q2 | $779K | Sell |
8,191
-10,981
| -57% | -$1.04M | 0.05% | 400 |
|
|
2016
Q1 | $1.96M | Hold |
19,172
| – | – | 0.13% | 174 |
|
|
2015
Q4 | $2.28M | Buy |
19,172
+611
| +3% | +$72.6K | 0.15% | 146 |
|
|
2015
Q3 | $2.14M | Hold |
18,561
| – | – | 0.15% | 152 |
|
|
2015
Q2 | $2.67M | Buy |
18,561
+3,500
| +23% | +$504K | 0.18% | 132 |
|
|
2015
Q1 | $1.91M | Buy |
15,061
+7,554
| +101% | +$959K | 0.13% | 183 |
|
|
2014
Q4 | $871K | Hold |
7,507
| – | – | 0.06% | 333 |
|
|
2014
Q3 | $841K | Buy |
7,507
+86
| +1% | +$9.63K | 0.06% | 338 |
|
|
2014
Q2 | $865K | Buy |
7,421
+423
| +6% | +$49.3K | 0.06% | 337 |
|
|
2014
Q1 | $901K | Sell |
6,998
-222
| -3% | -$28.6K | 0.07% | 319 |
|
|
2013
Q4 | $757K | Hold |
7,220
| – | – | 0.06% | 384 |
|
|
2013
Q3 | $624K | Buy |
+7,220
| New | +$624K | 0.06% | 419 |
|