Endurance Wealth Management’s SVB Financial Group SIVB Stock Holding History

Endurance Wealth Management’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	-165	Closed	–	–	674
2023 Q1	$0	Hold	165	–	–	﹤0.01%	674
2022 Q4	$38K	Hold	165	–	–	0.01%	361
2022 Q3	$55K	Hold	165	–	–	0.01%	314
2022 Q2	$65K	Hold	165	–	–	0.01%	297
2022 Q1	$92K	Hold	165	–	–	0.01%	283
2021 Q4	$112K	Hold	165	–	–	0.01%	274
2021 Q3	$107K	Hold	165	–	–	0.01%	278
2021 Q2	$91K	Hold	165	–	–	0.01%	298
2021 Q1	$81K	Hold	165	–	–	0.01%	303
2020 Q4	$64K	Hold	165	–	–	0.01%	292
2020 Q3	$40K	Hold	165	–	–	0.01%	332
2020 Q2	$36K	Hold	165	–	–	0.01%	346
2020 Q1	$25K	Hold	165	–	–	﹤0.01%	347
2019 Q4	$41K	Hold	165	–	–	0.01%	303
2019 Q3	$34K	Hold	165	–	–	0.01%	311
2019 Q2	$37K	Hold	165	–	–	0.01%	291
2019 Q1	$37K	Hold	165	–	–	0.01%	289
2018 Q4	$31K	Sell	165 -100	-38%	-$24.5K	0.01%	292
2018 Q3	$82K	Hold	265	–	–	0.01%	232
2018 Q2	$77K	Buy	265 +100	+61%	+$29.4K	0.01%	236
2018 Q1	$40K	Hold	165	–	–	0.01%	306
2017 Q4	$39K	Hold	165	–	–	0.01%	294
2017 Q3	$31K	Hold	165	–	–	0.01%	309
2017 Q2	$29K	Buy	+165	New	+$29.6K	﹤0.01%	326

Other funds holding SIVB

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 $14.7B AUM 42.39% 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 $405M AUM 27.41% 1-Year Est. Return

HNB

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

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

Endurance Wealth Management's SIVB Position: Q2 2023 in Review

Endurance Wealth Management sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 165 shares.

Endurance Wealth Management first reported a position in SIVB in Q2 2017 and held it in 24 quarters. The position peaked at $112K in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

Endurance Wealth Management reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
Endurance Wealth Management sold 165 SVB Financial Group shares in Q2 2023.
Endurance Wealth Management first reported a position in SVB Financial Group in Q2 2017 and held it in 24 quarters.
Endurance Wealth Management's SVB Financial Group position peaked at $112K in Q4 2021.
22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.