SOA Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

SOA Wealth Advisors’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	-12	Closed	-$11	–	984
2023 Q1	$11	Hold	12	–	–	﹤0.01%	964
2022 Q4	$2.76K	Sell	12 -2	-14%	-$497	﹤0.01%	702
2022 Q3	$4K	Sell	14 -1	-7%	-$403	﹤0.01%	648
2022 Q2	$5K	Sell	15 -77	-84%	-$36.3K	﹤0.01%	605
2022 Q1	$51K	Hold	92	–	–	0.01%	311
2021 Q4	$62K	Hold	92	–	–	0.02%	271
2021 Q3	$59K	Sell	92 -1	-1%	-$580	0.02%	285
2021 Q2	$51K	Buy	93 +41	+79%	+$22.7K	0.01%	307
2021 Q1	$25K	Sell	52 -1	-2%	-$492	0.01%	370
2020 Q4	$26K	Buy	+53	New	+$17.2K	0.01%	357

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

SOA Wealth Advisors's SIVB Position: Q2 2023 in Review

SOA Wealth Advisors sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 12 shares — an estimated $11 sold.

SOA Wealth Advisors first reported a position in SIVB in Q4 2020 and held it in 10 quarters. The position peaked at $62K in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

SOA Wealth Advisors reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
SOA Wealth Advisors sold 12 SVB Financial Group shares in Q2 2023, an estimated $11.
SOA Wealth Advisors first reported a position in SVB Financial Group in Q4 2020 and held it in 10 quarters.
SOA Wealth Advisors's SVB Financial Group position peaked at $62K in Q4 2021.
22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.