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 $1.52B AUM 21.38% 1-Year Est. Return
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
VL
Vima LLC Troy, Michigan $48.7M AUM 31.82% 1-Year Est. Return
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return