FWM
SIVB

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

FSA 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
2024
Q1 		$2 Hold
45
– – ﹤0.01% 620
2023
Q4 		$0 Buy
+45
New – ﹤0.01% 608

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
SN
Sittner & Nelson Eugene, Oregon $318M AUM 31.11% 1-Year Est. Return

FSA Wealth Management's SIVB Position: Q1 2024 in Review

FSA Wealth Management held its SVB Financial Group (SIVB) position steady in Q1 2024 at 45 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #620.

FSA Wealth Management first reported a position in SIVB in Q4 2023 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold SIVB as of Q1 2024.

  • FSA Wealth Management held 45 shares of SVB Financial Group worth $2 as of Q1 2024.
  • FSA Wealth Management left its SVB Financial Group share count unchanged in Q1 2024.
  • SVB Financial Group made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #620 holding.
  • FSA Wealth Management first reported a position in SVB Financial Group in Q4 2023 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.