IA
SIVB

IFP Advisors’s SVB Financial Group SIVB Stock Holding History

IFP 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
2023
Q2 		– Sell
-39
Closed -$4.56K – 3624
2023
Q1 		$4.56K Sell
39
-57
-59% -$16K ﹤0.01% 2606
2022
Q4 		$20K Sell
96
-21
-18% -$5.22K ﹤0.01% 2905
2022
Q3 		$33K Buy
117
+17
+17% +$6.84K ﹤0.01% 2710
2022
Q2 		$29K Hold
100
– – ﹤0.01% 2564
2022
Q1 		$29K Sell
100
-52
-34% -$31.6K ﹤0.01% 2563
2021
Q4 		$99K Buy
152
+95
+167% +$66.9K ﹤0.01% 1271
2021
Q3 		$36K Sell
57
-26
-31% -$15.1K ﹤0.01% 1727
2021
Q2 		$47K Sell
83
-6,850
-99% -$3.8M ﹤0.01% 1563
2021
Q1 		$3.39M Buy
6,933
+6,907
+26,565% +$3.4M 0.07% 143
2020
Q4 		$10K Hold
26
– – ﹤0.01% 2094
2020
Q3 		$7K Hold
26
– – ﹤0.01% 2067
2020
Q2 		$5K Sell
26
-31
-54% -$5.97K ﹤0.01% 2134
2020
Q1 		$11K Buy
57
+5
+10% +$1.1K ﹤0.01% 1748
2019
Q4 		$13K Buy
52
+13
+33% +$2.96K ﹤0.01% 1820
2019
Q3 		$7K Buy
+39
New +$8.17K ﹤0.01% 2250
2019
Q1 		$6K Sell
30
-119
-80% -$27.7K ﹤0.01% 1832
2018
Q4 		$28K Sell
149
-102
-41% -$24.9K ﹤0.01% 1948
2018
Q3 		$78K Sell
251
-13
-5% -$4.1K ﹤0.01% 1639
2018
Q2 		$76K Buy
264
+224
+560% +$65.8K ﹤0.01% 1659
2018
Q1 		$9K Hold
40
– – ﹤0.01% 2889
2017
Q4 		$9K Buy
40
+15
+60% +$3.2K ﹤0.01% 2934
2017
Q3 		$5K Sell
25
-48
-66% -$8.44K ﹤0.01% 3461
2017
Q2 		$13K Sell
73
-3
-4% -$537 ﹤0.01% 2881
2017
Q1 		$14K Buy
76
+51
+204% +$9.27K ﹤0.01% 2751
2016
Q4 		$4K Sell
25
-58
-70% -$8.32K ﹤0.01% 3471
2016
Q3 		$9K Sell
83
-1,360
-94% -$142K ﹤0.01% 2941
2016
Q2 		$137K Buy
1,443
+1,413
+4,710% +$145K 0.01% 1169
2016
Q1 		$6K Sell
30
-1,462
-98% -$141K ﹤0.01% 1824
2015
Q4 		$177K Buy
+1,492
New +$185K 0.01% 890

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

IFP Advisors's SIVB Position: Q2 2023 in Review

IFP Advisors sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 39 shares — an estimated $4.56K sold.

IFP Advisors first reported a position in SIVB in Q4 2015 and held it in 29 quarters. The position peaked at $3.39M in Q1 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • IFP Advisors reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • IFP Advisors sold 39 SVB Financial Group shares in Q2 2023, an estimated $4.56K.
  • IFP Advisors first reported a position in SVB Financial Group in Q4 2015 and held it in 29 quarters.
  • IFP Advisors's SVB Financial Group position peaked at $3.39M in Q1 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.