Innealta Capital’s SVB Financial Group SIVB Stock Holding History

Innealta Capital’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 Q3	–	Sell	-1	Closed	–	–	1831
2024 Q2	$0	Buy	+1	New	–	﹤0.01%	1847

Other funds holding SIVB

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Innealta Capital's SIVB Position: Q3 2024 in Review

Innealta Capital sold out of SVB Financial Group (SIVB) in Q3 2024, closing a stake of 1 share.

Innealta Capital first reported a position in SIVB in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 6 funds tracked by Wall St. Rank hold SIVB as of Q3 2024.

Innealta Capital reported no remaining SVB Financial Group position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 1 SVB Financial Group share in Q3 2024.
Innealta Capital first reported a position in SVB Financial Group in Q2 2024 and held it in 1 quarter.
Innealta Capital's SVB Financial Group position peaked at $0 in Q2 2024.
6 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.