QC
SIVB

Quent Capital’s SVB Financial Group SIVB Stock Holding History

Quent Capital’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
-82
Closed -$74 – 1365
2023
Q1 		$74 Buy
82
+33
+67% +$9.27K ﹤0.01% 1302
2022
Q4 		$11.3K Sell
49
-122
-71% -$30.3K ﹤0.01% 873
2022
Q3 		$57K Buy
171
+9
+6% +$3.62K 0.01% 511
2022
Q2 		$64K Buy
162
+15
+10% +$7.07K 0.01% 458
2022
Q1 		$82K Sell
147
-8
-5% -$4.86K 0.02% 460
2021
Q4 		$105K Buy
+155
New +$109K 0.02% 393

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 $1.75B AUM 34.85% 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

Quent Capital's SIVB Position: Q2 2023 in Review

Quent Capital sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 82 shares — an estimated $74 sold.

Quent Capital first reported a position in SIVB in Q4 2021 and held it in 6 quarters. The position peaked at $105K in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Quent Capital reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Quent Capital sold 82 SVB Financial Group shares in Q2 2023, an estimated $74.
  • Quent Capital first reported a position in SVB Financial Group in Q4 2021 and held it in 6 quarters.
  • Quent Capital's SVB Financial Group position peaked at $105K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Quent Capital's 13F filing for Q2 2023, filed 10 Jul 2023.