HI
SIVB

Horizon Investments’s SVB Financial Group SIVB Stock Holding History

Horizon Investments’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
-726
Closed -$657 – 811
2023
Q1 		$657 Sell
726
-267
-27% -$75K ﹤0.01% 676
2022
Q4 		$229K Buy
993
+389
+64% +$96.6K 0.01% 507
2022
Q3 		$203K Buy
604
+54
+10% +$21.7K 0.01% 473
2022
Q2 		$217K Sell
550
-966
-64% -$455K 0.01% 440
2022
Q1 		$848K Buy
1,516
+192
+15% +$117K 0.02% 248
2021
Q4 		$898K Buy
1,324
+172
+15% +$121K 0.03% 223
2021
Q3 		$745K Sell
1,152
-246
-18% -$143K 0.02% 250
2021
Q2 		$778K Sell
1,398
-840
-38% -$466K 0.02% 247
2021
Q1 		$1.1M Sell
2,238
-389
-15% -$191K 0.04% 191
2020
Q4 		$1.02M Buy
2,627
+524
+25% +$170K 1.16% 28
2020
Q3 		$506K Sell
2,103
-2,333
-53% -$549K 0.02% 289
2020
Q2 		$956K Buy
+4,436
New +$854K 0.02% 251
2019
Q3 		– Sell
-1,021
Closed -$229K – 574
2019
Q2 		$229K Buy
+1,021
New +$236K 0.01% 509

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

Horizon Investments's SIVB Position: Q2 2023 in Review

Horizon Investments sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 726 shares — an estimated $657 sold.

Horizon Investments first reported a position in SIVB in Q2 2019 and held it in 13 quarters. The position peaked at $1.1M in Q1 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Horizon Investments reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Horizon Investments sold 726 SVB Financial Group shares in Q2 2023, an estimated $657.
  • Horizon Investments first reported a position in SVB Financial Group in Q2 2019 and held it in 13 quarters.
  • Horizon Investments's SVB Financial Group position peaked at $1.1M in Q1 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Horizon Investments's 13F filing for Q2 2023, filed 14 Aug 2023.