KWA
SIVB

Kingswood Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

Kingswood Wealth 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
2024
Q1 		– Sell
-70,006
Closed -$2.32K – 717
2023
Q4 		$2.32K Buy
70,006
+20,006
+40% +$662 ﹤0.01% 632
2023
Q3 		$4.5K Buy
+50,000
New +$4.5K ﹤0.01% 411

Other funds holding SIVB

SW
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
VL
Vima LLC Troy, Michigan $103M AUM
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $318M AUM 31.11% 1-Year Est. Return

Kingswood Wealth Advisors's SIVB Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2024, closing a stake of 70,006 shares — an estimated $2.32K sold.

Kingswood Wealth Advisors first reported a position in SIVB in Q3 2023 and held it in 2 quarters. The position peaked at $4.5K in Q3 2023. 10 funds tracked by Wall St. Rank hold SIVB as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 70,006 SVB Financial Group shares in Q1 2024, an estimated $2.32K.
  • Kingswood Wealth Advisors first reported a position in SVB Financial Group in Q3 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's SVB Financial Group position peaked at $4.5K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.