FSWA
SIVB

Financial Synergies Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q1 		– Sell
-17
Closed -$3.91K – 574
2023
Q4 		$3.91K Buy
+17
New +$3.91K ﹤0.01% 225
2023
Q1 		– Sell
-17
Closed -$3.91K – 516
2022
Q4 		$3.91K Hold
17
– – ﹤0.01% 225
2022
Q3 		$5.71K Hold
17
– – ﹤0.01% 184
2022
Q2 		$6.71K Buy
+17
New +$8.01K ﹤0.01% 186

Other funds holding SIVB

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
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $318M AUM 31.11% 1-Year Est. Return

Financial Synergies Wealth Advisors's SIVB Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2024, closing a stake of 17 shares — an estimated $3.91K sold.

Financial Synergies Wealth Advisors first reported a position in SIVB in Q2 2022 and held it in 4 quarters. The position peaked at $6.71K in Q2 2022. 10 funds tracked by Wall St. Rank hold SIVB as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 17 SVB Financial Group shares in Q1 2024, an estimated $3.91K.
  • Financial Synergies Wealth Advisors first reported a position in SVB Financial Group in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's SVB Financial Group position peaked at $6.71K in Q2 2022.
  • 10 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.