SPIA
SIVB

Steward Partners Investment Advisory’s SVB Financial Group SIVB Stock Holding History

Steward Partners Investment Advisory’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
-437
Closed -$395 – 3431
2023
Q1 		$395 Hold
437
– – ﹤0.01% 3184
2022
Q4 		$101K Sell
437
-83
-16% -$20.6K ﹤0.01% 1547
2022
Q3 		$175K Sell
520
-98
-16% -$39.4K ﹤0.01% 1257
2022
Q2 		$244K Sell
618
-50
-7% -$23.6K ﹤0.01% 1129
2022
Q1 		$374K Sell
668
-52
-7% -$31.6K 0.01% 1034
2021
Q4 		$488K Hold
720
– – 0.01% 942
2021
Q3 		$466K Buy
720
+100
+16% +$58K 0.01% 931
2021
Q2 		$345K Buy
620
+234
+61% +$130K 0.01% 1111
2021
Q1 		$191K Buy
386
+1
+0.3% +$492 ﹤0.01% 1331
2020
Q4 		$149K Hold
385
– – ﹤0.01% 1194
2020
Q3 		$93K Hold
385
– – ﹤0.01% 1254
2020
Q2 		$83K Buy
385
+112
+41% +$21.6K ﹤0.01% 1227
2020
Q1 		$41K Buy
273
+64
+31% +$14.1K ﹤0.01% 1346
2019
Q4 		$52K Sell
209
-112
-35% -$25.5K ﹤0.01% 1379
2019
Q3 		$67K Sell
321
-953
-75% -$200K ﹤0.01% 1237
2019
Q2 		$286K Sell
1,274
-409
-24% -$94.6K 0.01% 713
2019
Q1 		$374K Sell
1,683
-227
-12% -$52.9K 0.02% 585
2018
Q4 		$362K Buy
1,910
+847
+80% +$207K 0.02% 565
2018
Q3 		$330K Buy
1,063
+215
+25% +$67.8K 0.02% 595
2018
Q2 		$245K Buy
848
+654
+337% +$192K 0.01% 613
2018
Q1 		$46K Buy
194
+84
+76% +$21.1K ﹤0.01% 1037
2017
Q4 		$25K Sell
110
-1
-0.9% -$213 ﹤0.01% 1051
2017
Q3 		$20K Buy
111
+1
+0.9% +$176 ﹤0.01% 948
2017
Q2 		$19K Hold
110
– – ﹤0.01% 890
2017
Q1 		$20K Buy
+110
New +$20K ﹤0.01% 771

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 $1.96B AUM 48.96% 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

Steward Partners Investment Advisory's SIVB Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 437 shares — an estimated $395 sold.

Steward Partners Investment Advisory first reported a position in SIVB in Q1 2017 and held it in 25 quarters. The position peaked at $488K in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 437 SVB Financial Group shares in Q2 2023, an estimated $395.
  • Steward Partners Investment Advisory first reported a position in SVB Financial Group in Q1 2017 and held it in 25 quarters.
  • Steward Partners Investment Advisory's SVB Financial Group position peaked at $488K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.