NAM
SIVB
NorthCrest Asset Manangement’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,462
| Closed | -$6.32M | – | 497 |
|
|
2022
Q4 | $6.32M | Sell |
27,462
-457
| -2% | -$105K | 0.36% | 97 |
|
|
2022
Q3 | $9.38M | Buy |
27,919
+835
| +3% | +$280K | 0.51% | 70 |
|
|
2022
Q2 | $10.7M | Buy |
27,084
+458
| +2% | +$181K | 0.55% | 66 |
|
|
2022
Q1 | $14.9M | Buy |
26,626
+1,246
| +5% | +$697K | 0.71% | 55 |
|
|
2021
Q4 | $17.2M | Buy |
+25,380
| New | +$17.2M | 0.95% | 25 |
|