RMC
SIVB

Resources Management Corp’s SVB Financial Group SIVB Stock Holding History

Resources Management Corp’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
Q4 		– Sell
-559
Closed – – 462
2023
Q3 		$0 Buy
+559
New – ﹤0.01% 455
2023
Q1 		– Sell
-3,339
Closed -$768K – 514
2022
Q4 		$768K Buy
3,339
+34
+1% +$8.45K 0.12% 132
2022
Q3 		$1.11M Buy
3,305
+800
+32% +$322K 0.19% 96
2022
Q2 		$989K Buy
2,505
+103
+4% +$48.5K 0.16% 108
2022
Q1 		$1.34M Buy
2,402
+143
+6% +$86.8K 0.19% 99
2021
Q4 		$1.53M Buy
2,259
+3
+0.1% +$2.11K 0.2% 92
2021
Q3 		$1.46M Buy
2,256
+175
+8% +$101K 0.21% 89
2021
Q2 		$1.16M Buy
2,081
+435
+26% +$241K 0.16% 120
2021
Q1 		$813K Buy
1,646
+1,132
+220% +$557K 0.12% 143
2020
Q4 		$199K Buy
514
+8
+2% +$2.59K 0.03% 232
2020
Q3 		$122K Hold
506
– – 0.02% 241
2020
Q2 		$109K Sell
506
-168
-25% -$32.4K 0.02% 242
2020
Q1 		$102K Buy
674
+15
+2% +$3.3K 0.02% 239
2019
Q4 		$165K Buy
659
+50
+8% +$11.4K 0.03% 227
2019
Q3 		$127K Buy
+609
New +$128K 0.02% 242
2018
Q4 		$62K Buy
328
+233
+245% +$57K 0.01% 264
2018
Q3 		$29K Buy
+95
New +$30K 0.01% 324

Other funds holding SIVB

FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
ACM
Accent Capital Management Centerville, Ohio $206M AUM 29.56% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Resources Management Corp's SIVB Position: Q4 2023 in Review

Resources Management Corp sold out of SVB Financial Group (SIVB) in Q4 2023, closing a stake of 559 shares.

Resources Management Corp first reported a position in SIVB in Q3 2018 and held it in 17 quarters. The position peaked at $1.53M in Q4 2021. 15 funds tracked by Wall St. Rank hold SIVB as of Q4 2023.

  • Resources Management Corp reported no remaining SVB Financial Group position as of Q4 2023 after selling out during the quarter.
  • Resources Management Corp sold 559 SVB Financial Group shares in Q4 2023.
  • Resources Management Corp first reported a position in SVB Financial Group in Q3 2018 and held it in 17 quarters.
  • Resources Management Corp's SVB Financial Group position peaked at $1.53M in Q4 2021.
  • 15 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2023.

Based on Resources Management Corp's 13F filing for Q4 2023, filed 14 Feb 2024.