Silicon Valley Capital Partners’s SVB Financial Group SIVB Stock Holding History

Silicon Valley Capital Partners’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	-1	Closed	-$1	–	398
2023 Q1	$1	Sell	1 -5	-83%	-$1.4K	﹤0.01%	289
2022 Q4	$1.42K	Sell	6 -839	-99%	-$208K	﹤0.01%	176
2022 Q3	$284K	Buy	845 +22	+3%	+$8.86K	0.06%	58
2022 Q2	$325K	Buy	+823	New	+$388K	0.07%	51

Other funds holding SIVB

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

Silicon Valley Capital Partners's SIVB Position: Q2 2023 in Review

Silicon Valley Capital Partners sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 1 share — an estimated $1 sold.

Silicon Valley Capital Partners first reported a position in SIVB in Q2 2022 and held it in 4 quarters. The position peaked at $325K in Q2 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

Silicon Valley Capital Partners reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
Silicon Valley Capital Partners sold 1 SVB Financial Group share in Q2 2023, an estimated $1.
Silicon Valley Capital Partners first reported a position in SVB Financial Group in Q2 2022 and held it in 4 quarters.
Silicon Valley Capital Partners's SVB Financial Group position peaked at $325K in Q2 2022.
22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Silicon Valley Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.