AA
SIVB

Ancora Advisors’s SVB Financial Group SIVB Stock Holding History

Ancora Advisors’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
-5
Closed – – 1981
2024
Q2 		$0 Buy
+5
New – ﹤0.01% 1989
2023
Q3 		– Sell
-10
Closed -$5 – 1885
2023
Q2 		$5 Sell
10
-6
-38% -$3 ﹤0.01% 1787
2023
Q1 		$14 Buy
16
+6
+60% +$1.69K ﹤0.01% 1944
2022
Q4 		$2K Hold
10
– – ﹤0.01% 1637
2022
Q3 		$3K Hold
10
– – ﹤0.01% 1764
2022
Q2 		$4K Hold
10
– – ﹤0.01% 1833
2022
Q1 		$6K Hold
10
– – ﹤0.01% 1929
2021
Q4 		$7K Hold
10
– – ﹤0.01% 1955
2021
Q3 		$6K Buy
+10
New +$5.8K ﹤0.01% 1884

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

Ancora Advisors's SIVB Position: Q3 2024 in Review

Ancora Advisors sold out of SVB Financial Group (SIVB) in Q3 2024, closing a stake of 5 shares.

Ancora Advisors first reported a position in SIVB in Q3 2021 and held it in 9 quarters. The position peaked at $7K in Q4 2021. 6 funds tracked by Wall St. Rank hold SIVB as of Q3 2024.

  • Ancora Advisors reported no remaining SVB Financial Group position as of Q3 2024 after selling out during the quarter.
  • Ancora Advisors sold 5 SVB Financial Group shares in Q3 2024.
  • Ancora Advisors first reported a position in SVB Financial Group in Q3 2021 and held it in 9 quarters.
  • Ancora Advisors's SVB Financial Group position peaked at $7K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2024.

Based on Ancora Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.