Gifford Fong Associates’s SVB Financial Group SIVB Stock Holding History

Gifford Fong Associates’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	-6,000	Closed	–	–	140
2023 Q4	$0	Hold	6,000	–	–	﹤0.01%	141
2023 Q3	$1K	Hold	6,000	–	–	﹤0.01%	141
2023 Q2	$3K	Hold	6,000	–	–	﹤0.01%	141
2023 Q1	$5K	Hold	6,000	–	–	﹤0.01%	141
2022 Q4	$1.38M	Hold	6,000	–	–	0.32%	75
2022 Q3	$2.02M	Hold	6,000	–	–	0.5%	52
2022 Q2	$2.37M	Hold	6,000	–	–	0.55%	45
2022 Q1	$3.36M	Hold	6,000	–	–	0.61%	40
2021 Q4	$4.07M	Hold	6,000	–	–	0.71%	34
2021 Q3	$3.88M	Hold	6,000	–	–	0.75%	39
2021 Q2	$3.34M	Hold	6,000	–	–	0.65%	41
2021 Q1	$2.96M	Hold	6,000	–	–	0.64%	46
2020 Q4	$2.33M	Hold	6,000	–	–	0.54%	48
2020 Q3	$1.44M	Hold	6,000	–	–	0.39%	65
2020 Q2	$1.29M	Hold	6,000	–	–	0.39%	67
2020 Q1	$906K	Hold	6,000	–	–	0.33%	72
2019 Q4	$1.51M	Hold	6,000	–	–	0.44%	61
2019 Q3	$1.25M	Hold	6,000	–	–	0.41%	67
2019 Q2	$1.35M	Hold	6,000	–	–	0.45%	62
2019 Q1	$1.33M	Hold	6,000	–	–	0.44%	60
2018 Q4	$1.14M	Hold	6,000	–	–	0.43%	64
2018 Q3	$1.86M	Hold	6,000	–	–	0.59%	46
2018 Q2	$1.73M	Buy	+6,000	New	+$1.76M	0.6%	46

Other funds holding SIVB

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $334M AUM 19.04% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

Vima LLC Troy, Michigan $103M AUM

FWM

FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return

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

Gifford Fong Associates's SIVB Position: Q1 2024 in Review

Gifford Fong Associates sold out of SVB Financial Group (SIVB) in Q1 2024, closing a stake of 6,000 shares.

Gifford Fong Associates first reported a position in SIVB in Q2 2018 and held it in 23 quarters. The position peaked at $4.07M in Q4 2021. 10 funds tracked by Wall St. Rank hold SIVB as of Q1 2024.

Gifford Fong Associates reported no remaining SVB Financial Group position as of Q1 2024 after selling out during the quarter.
Gifford Fong Associates sold 6,000 SVB Financial Group shares in Q1 2024.
Gifford Fong Associates first reported a position in SVB Financial Group in Q2 2018 and held it in 23 quarters.
Gifford Fong Associates's SVB Financial Group position peaked at $4.07M in Q4 2021.
10 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2024.

Based on Gifford Fong Associates's 13F filing for Q1 2024, filed 10 May 2024.