Baystate Wealth Management’s SVB Financial Group SIVB Stock Holding History

Baystate 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
2023 Q2	–	Sell	-4	Closed	-$4	–	1097
2023 Q1	$4	Hold	4	–	–	﹤0.01%	1033
2022 Q4	$1K	Hold	4	–	–	﹤0.01%	932
2022 Q3	$1K	Sell	4 -86	-96%	-$34.6K	﹤0.01%	879
2022 Q2	$36K	Hold	90	–	–	﹤0.01%	364
2022 Q1	$50K	Hold	90	–	–	﹤0.01%	320
2021 Q4	$61K	Hold	90	–	–	0.01%	297
2021 Q3	$58K	Hold	90	–	–	0.01%	285
2021 Q2	$50K	Hold	90	–	–	﹤0.01%	283
2021 Q1	$44K	Buy	90 +4	+5%	+$1.97K	﹤0.01%	279
2020 Q4	$33K	Hold	86	–	–	﹤0.01%	296
2020 Q3	$21K	Hold	86	–	–	﹤0.01%	319
2020 Q2	$19K	Hold	86	–	–	﹤0.01%	316
2020 Q1	$13K	Hold	86	–	–	﹤0.01%	341
2019 Q4	$22K	Sell	86 -16	-16%	-$3.64K	﹤0.01%	315
2019 Q3	$21K	Hold	102	–	–	﹤0.01%	290
2019 Q2	$23K	Hold	102	–	–	﹤0.01%	295
2019 Q1	$26K	Hold	102	–	–	﹤0.01%	286
2018 Q4	$24K	Sell	102 -4	-4%	-$978	﹤0.01%	288
2018 Q3	$32K	Sell	106 -1	-0.9%	-$316	0.01%	252
2018 Q2	$32K	Buy	107 +35	+49%	+$10.3K	﹤0.01%	245
2018 Q1	$18K	Buy	+72	New	+$18.1K	﹤0.01%	300

Other funds holding SIVB

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 $1.75B AUM 34.85% 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

Baystate Wealth Management's SIVB Position: Q2 2023 in Review

Baystate Wealth Management sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 4 shares — an estimated $4 sold.

Baystate Wealth Management first reported a position in SIVB in Q1 2018 and held it in 21 quarters. The position peaked at $61K in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

Baystate Wealth Management reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
Baystate Wealth Management sold 4 SVB Financial Group shares in Q2 2023, an estimated $4.
Baystate Wealth Management first reported a position in SVB Financial Group in Q1 2018 and held it in 21 quarters.
Baystate Wealth Management's SVB Financial Group position peaked at $61K in Q4 2021.
22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.