AT
SIVB

AMF Tjänstepension’s SVB Financial Group SIVB Stock Holding History

AMF Tjänstepension’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
Q3 		– Sell
-15,080
Closed – – 224
2023
Q2 		$0 Hold
15,080
– – ﹤0.01% 245
2023
Q1 		$0 Hold
15,080
– – ﹤0.01% 210
2022
Q4 		$3.47M Sell
15,080
-3,430
-19% -$852K 0.04% 186
2022
Q3 		$6.21M Sell
18,510
-8,084
-30% -$3.25M 0.07% 159
2022
Q2 		$10.5M Sell
26,594
-41,349
-61% -$19.5M 0.1% 143
2022
Q1 		$38M Buy
67,943
+43,181
+174% +$26.2M 0.28% 73
2021
Q4 		$16.8M Sell
24,762
-3,846
-13% -$2.71M 0.11% 152
2021
Q3 		$18.5M Hold
28,608
– – 0.13% 153
2021
Q2 		$15.9M Buy
28,608
+26,868
+1,544% +$14.9M 0.11% 162
2021
Q1 		$859K Sell
1,740
-2,390
-58% -$1.18M 0.01% 188
2020
Q4 		$1.6M Sell
4,130
-1,850
-31% -$599K 0.01% 183
2020
Q3 		$1.44M Hold
5,980
– – 0.01% 177
2020
Q2 		$1.29M Buy
5,980
+3,200
+115% +$616K 0.01% 173
2020
Q1 		$420K Buy
+2,780
New +$612K 0.01% 176
2019
Q3 		– Sell
-1,370
Closed -$308K – 179
2019
Q2 		$308K Sell
1,370
-2,830
-67% -$654K ﹤0.01% 172
2019
Q1 		$934K Sell
4,200
-100,403
-96% -$23.4M 0.01% 169
2018
Q4 		$19.9M Buy
104,603
+3,010
+3% +$736K 0.22% 135
2018
Q3 		$31.6M Buy
101,593
+5,050
+5% +$1.59M 0.29% 112
2018
Q2 		$27.9M Sell
96,543
-72,941
-43% -$21.4M 0.27% 125
2018
Q1 		$40.7M Sell
169,484
-10,912
-6% -$2.74M 0.42% 92
2017
Q4 		$42.2M Buy
180,396
+87,532
+94% +$18.7M 0.41% 96
2017
Q3 		$17.4M Buy
+92,864
New +$16.3M 0.19% 130

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $3.72B AUM 46.33% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

AMF Tjänstepension's SIVB Position: Q3 2023 in Review

AMF Tjänstepension sold out of SVB Financial Group (SIVB) in Q3 2023, closing a stake of 15,080 shares.

AMF Tjänstepension first reported a position in SIVB in Q3 2017 and held it in 22 quarters. The position peaked at $42.2M in Q4 2017. 17 funds tracked by Wall St. Rank hold SIVB as of Q3 2023.

  • AMF Tjänstepension reported no remaining SVB Financial Group position as of Q3 2023 after selling out during the quarter.
  • AMF Tjänstepension sold 15,080 SVB Financial Group shares in Q3 2023.
  • AMF Tjänstepension first reported a position in SVB Financial Group in Q3 2017 and held it in 22 quarters.
  • AMF Tjänstepension's SVB Financial Group position peaked at $42.2M in Q4 2017.
  • 17 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2023.

Based on AMF Tjänstepension's 13F filing for Q3 2023, filed 26 Oct 2023.