CFG
SIVB

CKW Financial Group’s SVB Financial Group SIVB Stock Holding History

CKW Financial Group’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
-132
Closed – – 219
2023
Q1 		$0 Hold
132
– – ﹤0.01% 207
2022
Q4 		$30K Hold
132
– – 0.01% 135
2022
Q3 		$44K Hold
132
– – 0.01% 120
2022
Q2 		$53K Hold
132
– – 0.01% 109
2022
Q1 		$72K Hold
132
– – 0.01% 110
2021
Q4 		$90K Hold
132
– – 0.01% 90
2021
Q3 		$88K Hold
132
– – 0.01% 85
2021
Q2 		$75K Hold
132
– – 0.01% 100
2021
Q1 		$65K Buy
+132
New +$64.9K 0.01% 92

Other funds holding SIVB

SW
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

CKW Financial Group's SIVB Position: Q2 2023 in Review

CKW Financial Group sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 132 shares.

CKW Financial Group first reported a position in SIVB in Q1 2021 and held it in 9 quarters. The position peaked at $90K in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • CKW Financial Group reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • CKW Financial Group sold 132 SVB Financial Group shares in Q2 2023.
  • CKW Financial Group first reported a position in SVB Financial Group in Q1 2021 and held it in 9 quarters.
  • CKW Financial Group's SVB Financial Group position peaked at $90K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on CKW Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.