PLU
SIVB

Performa Ltd (US)’s SVB Financial Group SIVB Stock Holding History

Performa Ltd (US)’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
Q3 		– Sell
-170
Closed -$88 – 79
2023
Q2 		$88 Hold
170
– – ﹤0.01% 77
2023
Q1 		$154 Buy
+170
New +$47.7K ﹤0.01% 79

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 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 $1.75B AUM 34.85% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Performa Ltd (US)'s SIVB Position: Q3 2023 in Review

Performa Ltd (US) sold out of SVB Financial Group (SIVB) in Q3 2023, closing a stake of 170 shares — an estimated $88 sold.

Performa Ltd (US) first reported a position in SIVB in Q1 2023 and held it in 2 quarters. The position peaked at $154 in Q1 2023. 17 funds tracked by Wall St. Rank hold SIVB as of Q3 2023.

  • Performa Ltd (US) reported no remaining SVB Financial Group position as of Q3 2023 after selling out during the quarter.
  • Performa Ltd (US) sold 170 SVB Financial Group shares in Q3 2023, an estimated $88.
  • Performa Ltd (US) first reported a position in SVB Financial Group in Q1 2023 and held it in 2 quarters.
  • Performa Ltd (US)'s SVB Financial Group position peaked at $154 in Q1 2023.
  • 17 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2023.

Based on Performa Ltd (US)'s 13F filing for Q3 2023, filed 1 Nov 2023.