Bartlett & Co Wealth Management’s SVB Financial Group SIVB Stock Holding History

Bartlett & Co Wealth 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
2024 Q1	–	Sell	-185	Closed	-$7	–	1248
2023 Q4	$7	Hold	185	–	–	﹤0.01%	1236
2023 Q3	$17	Hold	185	–	–	﹤0.01%	1170
2023 Q2	$96	Sell	185 -700	-79%	-$363	﹤0.01%	1139
2023 Q1	$801	Hold	885	–	–	﹤0.01%	1021
2022 Q4	$204K	Hold	885	–	–	﹤0.01%	385
2022 Q3	$297K	Hold	885	–	–	0.01%	328
2022 Q2	$350K	Hold	885	–	–	0.01%	308
2022 Q1	$495K	Hold	885	–	–	0.01%	296
2021 Q4	$600K	Sell	885 -15	-2%	-$10.6K	0.01%	282
2021 Q3	$582K	Sell	900 -3	-0.3%	-$1.74K	0.01%	245
2021 Q2	$502K	Hold	903	–	–	0.01%	262
2021 Q1	$446K	Hold	903	–	–	0.01%	271
2020 Q4	$350K	Buy	903 +3	+0.3%	+$972	0.01%	282
2020 Q3	$217K	Hold	900	–	–	0.01%	302
2020 Q2	$194K	Hold	900	–	–	0.01%	314
2020 Q1	$136K	Hold	900	–	–	﹤0.01%	329
2019 Q4	$226K	Hold	900	–	–	0.01%	322
2019 Q3	$188K	Hold	900	–	–	﹤0.01%	336
2019 Q2	$202K	Sell	900 -1	-0.1%	-$231	0.01%	256
2019 Q1	$200K	Buy	901 +1	+0.1%	+$233	0.01%	251
2018 Q4	$171K	Hold	900	–	–	0.01%	260
2018 Q3	$280K	Hold	900	–	–	0.01%	229
2018 Q2	$260K	Hold	900	–	–	0.01%	233
2018 Q1	$216K	Buy	+900	New	+$226K	0.01%	247

Other funds holding SIVB

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Vima LLC Troy, Michigan $49.1M AUM 31.82% 1-Year Est. Return

FWM

FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return

Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return

Bartlett & Co Wealth Management's SIVB Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2024, closing a stake of 185 shares — an estimated $7 sold.

Bartlett & Co Wealth Management first reported a position in SIVB in Q1 2018 and held it in 24 quarters. The position peaked at $600K in Q4 2021. 10 funds tracked by Wall St. Rank hold SIVB as of Q1 2024.

Bartlett & Co Wealth Management reported no remaining SVB Financial Group position as of Q1 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 185 SVB Financial Group shares in Q1 2024, an estimated $7.
Bartlett & Co Wealth Management first reported a position in SVB Financial Group in Q1 2018 and held it in 24 quarters.
Bartlett & Co Wealth Management's SVB Financial Group position peaked at $600K in Q4 2021.
10 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.