EWP
SIVB

Elevation Wealth Partners’s SVB Financial Group SIVB Stock Holding History

Elevation Wealth Partners’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
Q4 		– Sell
-500
Closed -$45 – 447
2023
Q3 		$45 Hold
500
– – ﹤0.01% 326
2023
Q2 		$259 Hold
500
– – ﹤0.01% 328
2023
Q1 		$453 Buy
+500
New +$140K ﹤0.01% 323

Other funds holding SIVB

FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
ACM
Accent Capital Management Centerville, Ohio $231M AUM 33.86% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
BCWM
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

Elevation Wealth Partners's SIVB Position: Q4 2023 in Review

Elevation Wealth Partners sold out of SVB Financial Group (SIVB) in Q4 2023, closing a stake of 500 shares — an estimated $45 sold.

Elevation Wealth Partners first reported a position in SIVB in Q1 2023 and held it in 3 quarters. The position peaked at $453 in Q1 2023. 15 funds tracked by Wall St. Rank hold SIVB as of Q4 2023.

  • Elevation Wealth Partners reported no remaining SVB Financial Group position as of Q4 2023 after selling out during the quarter.
  • Elevation Wealth Partners sold 500 SVB Financial Group shares in Q4 2023, an estimated $45.
  • Elevation Wealth Partners first reported a position in SVB Financial Group in Q1 2023 and held it in 3 quarters.
  • Elevation Wealth Partners's SVB Financial Group position peaked at $453 in Q1 2023.
  • 15 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2023.

Based on Elevation Wealth Partners's 13F filing for Q4 2023, filed 17 Jan 2024.