DMKJ
SIVB

David M. Knott Jr’s SVB Financial Group SIVB Stock Holding History

David M. Knott Jr’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
Q3 		– Sell
-48
Closed – – 162
2023
Q2 		$0 Hold
48
– – ﹤0.01% 153
2023
Q1 		$0 Hold
48
– – ﹤0.01% 183
2022
Q4 		$11K Buy
48
+8
+20% +$1.99K ﹤0.01% 146
2022
Q3 		$13K Hold
40
– – 0.01% 153
2022
Q2 		$16K Buy
+40
New +$18.8K 0.01% 152

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $3.72B AUM 46.33% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

David M. Knott Jr's SIVB Position: Q3 2023 in Review

David M. Knott Jr sold out of SVB Financial Group (SIVB) in Q3 2023, closing a stake of 48 shares.

David M. Knott Jr first reported a position in SIVB in Q2 2022 and held it in 5 quarters. The position peaked at $16K in Q2 2022. 17 funds tracked by Wall St. Rank hold SIVB as of Q3 2023.

  • David M. Knott Jr reported no remaining SVB Financial Group position as of Q3 2023 after selling out during the quarter.
  • David M. Knott Jr sold 48 SVB Financial Group shares in Q3 2023.
  • David M. Knott Jr first reported a position in SVB Financial Group in Q2 2022 and held it in 5 quarters.
  • David M. Knott Jr's SVB Financial Group position peaked at $16K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2023.

Based on David M. Knott Jr's 13F filing for Q3 2023, filed 13 Nov 2023.