FAF
SIVB

Fjarde Ap-fonden’s SVB Financial Group SIVB Stock Holding History

Fjarde Ap-fonden’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
-12,102
Closed -$11K – 555
2023
Q1 		$11K Sell
12,102
-1,700
-12% -$477K ﹤0.01% 528
2022
Q4 		$3.18M Sell
13,802
-500
-3% -$124K 0.05% 405
2022
Q3 		$5.65M Hold
14,302
– – 0.07% 291
2022
Q2 		$5.65M Sell
14,302
-2,000
-12% -$942K 0.07% 291
2022
Q1 		$9.12M Sell
16,302
-249
-2% -$151K 0.09% 235
2021
Q4 		$11.2M Sell
16,551
-200
-1% -$141K 0.1% 205
2021
Q3 		$10.8M Buy
16,751
+882
+6% +$511K 0.1% 202
2021
Q2 		$8.83M Buy
15,869
+300
+2% +$166K 0.08% 253
2021
Q1 		$7.69M Buy
15,569
+500
+3% +$246K 0.07% 276
2020
Q4 		$5.84M Sell
15,069
-400
-3% -$130K 0.06% 332
2020
Q3 		$3.72M Buy
15,469
+1,100
+8% +$259K 0.04% 426
2020
Q2 		$3.1M Sell
14,369
-1,500
-9% -$289K 0.04% 441
2020
Q1 		$2.4M Buy
15,869
+1,500
+10% +$330K 0.04% 445
2019
Q4 		$3.61M Buy
14,369
+2,400
+20% +$546K 0.04% 441
2019
Q3 		$2.5M Sell
11,969
-2,019
-14% -$423K 0.03% 491
2019
Q2 		$3.14M Sell
13,988
-1,800
-11% -$416K 0.04% 461
2019
Q1 		$3.51M Buy
15,788
+2,276
+17% +$530K 0.04% 420
2018
Q4 		$2.57M Sell
13,512
-1,000
-7% -$245K 0.04% 416
2018
Q3 		$4.51M Sell
14,512
-1,446
-9% -$456K 0.07% 328
2018
Q2 		$4.61M Buy
15,958
+1,208
+8% +$355K 0.07% 310
2018
Q1 		$3.54M Sell
14,750
-2,900
-16% -$728K 0.05% 398
2017
Q4 		$4.13M Buy
17,650
+2,425
+16% +$517K 0.06% 343
2017
Q3 		$2.85M Sell
15,225
-631
-4% -$111K 0.05% 393
2017
Q2 		$2.79M Buy
+15,856
New +$2.84M 0.06% 392

Other funds holding SIVB

SW
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 $12.9B AUM 31.03% 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 $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
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

Fjarde Ap-fonden's SIVB Position: Q2 2023 in Review

Fjarde Ap-fonden sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 12,102 shares — an estimated $11K sold.

Fjarde Ap-fonden first reported a position in SIVB in Q2 2017 and held it in 24 quarters. The position peaked at $11.2M in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Fjarde Ap-fonden reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Fjarde Ap-fonden sold 12,102 SVB Financial Group shares in Q2 2023, an estimated $11K.
  • Fjarde Ap-fonden first reported a position in SVB Financial Group in Q2 2017 and held it in 24 quarters.
  • Fjarde Ap-fonden's SVB Financial Group position peaked at $11.2M in Q4 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Fjarde Ap-fonden's 13F filing for Q2 2023, filed 2 Aug 2023.