DLA
SIVB

Douglas Lane & Associates’s SVB Financial Group SIVB Stock Holding History

Douglas Lane & Associates’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
-80,917
Closed -$41.9K – 246
2023
Q2 		$41.9K Sell
80,917
-55,726
-41% -$28.9K ﹤0.01% 229
2023
Q1 		$124K Buy
136,643
+5,394
+4% +$1.51M ﹤0.01% 223
2022
Q4 		$30.2M Buy
131,249
+30,498
+30% +$7.58M 0.5% 68
2022
Q3 		$33.8M Sell
100,751
-684
-0.7% -$275K 0.63% 62
2022
Q2 		$40.1M Buy
101,435
+1,400
+1% +$659K 0.68% 60
2022
Q1 		$56M Sell
100,035
-748
-0.7% -$454K 0.79% 54
2021
Q4 		$68.4M Sell
100,783
-3,250
-3% -$2.29M 0.91% 42
2021
Q3 		$67.3M Sell
104,033
-1,838
-2% -$1.07M 0.96% 37
2021
Q2 		$58.9M Sell
105,871
-1,668
-2% -$925K 0.83% 48
2021
Q1 		$53.1M Sell
107,539
-6,531
-6% -$3.21M 0.82% 49
2020
Q4 		$44.2M Sell
114,070
-122
-0.1% -$39.5K 0.74% 51
2020
Q3 		$27.5M Buy
114,192
+6,639
+6% +$1.56M 0.54% 66
2020
Q2 		$23.2M Buy
107,553
+5,330
+5% +$1.03M 0.5% 68
2020
Q1 		$15.4M Buy
102,223
+11,424
+13% +$2.51M 0.41% 80
2019
Q4 		$22.8M Buy
90,799
+2,968
+3% +$675K 0.42% 76
2019
Q3 		$18.4M Buy
87,831
+10,426
+13% +$2.18M 0.37% 81
2019
Q2 		$17.4M Buy
77,405
+12,243
+19% +$2.83M 0.34% 82
2019
Q1 		$14.5M Buy
65,162
+8,358
+15% +$1.95M 0.3% 88
2018
Q4 		$10.8M Buy
56,804
+44,732
+371% +$10.9M 0.25% 94
2018
Q3 		$3.75M Sell
12,072
-20
-0.2% -$6.31K 0.07% 113
2018
Q2 		$3.49M Buy
12,092
+342
+3% +$100K 0.07% 113
2018
Q1 		$2.82M Buy
11,750
+4,872
+71% +$1.22M 0.06% 116
2017
Q4 		$1.61M Sell
6,878
-20
-0.3% -$4.26K 0.03% 131
2017
Q3 		$1.29M Buy
+6,898
New +$1.21M 0.03% 138

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 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 $2.84B AUM 27.03% 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
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return