Blue Trust Inc’s SVB Financial Group SIVB Stock Holding History

Blue Trust Inc’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	-101	Closed	-$23K	–	2676
2023 Q1	$23K	Buy	101 +22	+28%	+$6.18K	﹤0.01%	1329
2022 Q4	$26K	Buy	79 +56	+243%	+$13.9K	﹤0.01%	1205
2022 Q3	$9K	Sell	23 -20	-47%	-$8.05K	﹤0.01%	1399
2022 Q2	$24K	Buy	+43	New	+$20.3K	﹤0.01%	909

Other funds holding SIVB

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

Douglas Lane & Associates New York $6.93B AUM 20.35% 1-Year Est. Return

Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return