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SVB Wealth’s BARK BARK Stock Holding History

SVB Wealth’s Portfolio BARK Stock Details BARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,250
Closed -$81.5K – 75
2024
Q2 		$81.5K Sell
2,250
-2,425
-52% -$62.1K ﹤0.01% 719
2024
Q1 		$116K Hold
4,675
– – ﹤0.01% 806
2023
Q4 		$75.3K Buy
4,675
+2,338
+100% +$42.6K ﹤0.01% 844
2023
Q3 		$56.1K Hold
2,337
– – ﹤0.01% 831
2023
Q2 		$62.2K Hold
2,337
– – ﹤0.01% 896
2023
Q1 		$67.8K Hold
2,337
– – ﹤0.01% 964
2022
Q4 		$69.7K Hold
2,337
– – ﹤0.01% 993
2022
Q3 		$85K Buy
+2,337
New +$86.4K ﹤0.01% 927

Other funds holding BARK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCC
Founders Circle Capital Campbell, California $79.5M AUM 72.9% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $444M AUM 24.8% 1-Year Est. Return

SVB Wealth's BARK Position: Q3 2024 in Review

SVB Wealth sold out of BARK (BARK) in Q3 2024, closing a stake of 2,250 shares — an estimated $81.5K sold.

SVB Wealth first reported a position in BARK in Q3 2022 and held it in 8 quarters. The position peaked at $116K in Q1 2024. 104 funds tracked by Wall St. Rank hold BARK as of Q3 2024.

  • SVB Wealth reported no remaining BARK position as of Q3 2024 after selling out during the quarter.
  • SVB Wealth sold 2,250 BARK shares in Q3 2024, an estimated $81.5K.
  • SVB Wealth first reported a position in BARK in Q3 2022 and held it in 8 quarters.
  • SVB Wealth's BARK position peaked at $116K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held BARK as of Q3 2024.

Based on SVB Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.