LWCFA
SIVB

Loring Wolcott & Coolidge Fiduciary Advisors’s SVB Financial Group SIVB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-101
Closed -$91 – 678
2023
Q1 		$91 Hold
101
– – ﹤0.01% 591
2022
Q4 		$23.2K Hold
101
– – ﹤0.01% 455
2022
Q3 		$34K Hold
101
– – ﹤0.01% 462
2022
Q2 		$40K Hold
101
– – ﹤0.01% 456
2022
Q1 		$57K Hold
101
– – ﹤0.01% 430
2021
Q4 		$69K Hold
101
– – ﹤0.01% 430
2021
Q3 		$65K Sell
101
-9
-8% -$5.22K ﹤0.01% 435
2021
Q2 		$61K Buy
+110
New +$61K ﹤0.01% 456
2021
Q1 		– Sell
-101
Closed -$39K – 783
2020
Q4 		$39K Hold
101
– – ﹤0.01% 450
2020
Q3 		$24K Hold
101
– – ﹤0.01% 453
2020
Q2 		$22K Hold
101
– – ﹤0.01% 434
2020
Q1 		$15K Sell
101
-362
-78% -$79.7K ﹤0.01% 502
2019
Q4 		$116K Hold
463
– – ﹤0.01% 331
2019
Q3 		$97K Buy
463
+362
+358% +$75.9K ﹤0.01% 343
2019
Q2 		$23K Sell
101
-85
-46% -$19.7K ﹤0.01% 499
2019
Q1 		$41K Hold
186
– – ﹤0.01% 419
2018
Q4 		$35K Buy
+186
New +$45.5K ﹤0.01% 450

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 $1.96B AUM 48.96% 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

Loring Wolcott & Coolidge Fiduciary Advisors's SIVB Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 101 shares — an estimated $91 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SIVB in Q4 2018 and held it in 17 quarters. The position peaked at $116K in Q4 2019. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 101 SVB Financial Group shares in Q2 2023, an estimated $91.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SVB Financial Group in Q4 2018 and held it in 17 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's SVB Financial Group position peaked at $116K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.