JTC Employer Solutions Trustee’s SVB Financial Group SIVB Stock Holding History

JTC Employer Solutions Trustee’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	-578	Closed	-$170K	–	377
2023 Q1	$170K	Buy	578 +289	+100%	+$81.1K	0.02%	147
2022 Q4	$124K	Buy	+289	New	+$71.8K	0.01%	178

Other funds holding SIVB

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

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

JTC Employer Solutions Trustee's SIVB Position: Q2 2023 in Review

JTC Employer Solutions Trustee sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 578 shares — an estimated $170K sold.

JTC Employer Solutions Trustee first reported a position in SIVB in Q4 2022 and held it in 2 quarters. The position peaked at $170K in Q1 2023. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

JTC Employer Solutions Trustee reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
JTC Employer Solutions Trustee sold 578 SVB Financial Group shares in Q2 2023, an estimated $170K.
JTC Employer Solutions Trustee first reported a position in SVB Financial Group in Q4 2022 and held it in 2 quarters.
JTC Employer Solutions Trustee's SVB Financial Group position peaked at $170K in Q1 2023.
22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2023, filed 19 Jul 2023.