SAI
SIVB

Systematic Alpha Investments’s SVB Financial Group SIVB Stock Holding History

Systematic Alpha Investments’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
-1,470
Closed -$132 – 307
2023
Q3 		$132 Buy
+1,470
New +$132 ﹤0.01% 298
2023
Q2 		– Sell
-1,470
Closed -$1.33K – 299
2023
Q1 		$1.33K Hold
1,470
– – ﹤0.01% 303
2022
Q4 		$338K Hold
1,470
– – 0.02% 171
2022
Q3 		$494K Hold
1,470
– – 0.03% 136
2022
Q2 		$581K Hold
1,470
– – 0.03% 121
2022
Q1 		$822K Hold
1,470
– – 0.04% 107
2021
Q4 		$997K Hold
1,470
– – 0.05% 107
2021
Q3 		$1.05M Buy
+1,470
New +$852K 0.05% 108

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 $2.48B AUM 36.19% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
ACM
Accent Capital Management Centerville, Ohio $231M AUM 33.86% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 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 $39.3B AUM 27.96% 1-Year Est. Return

Systematic Alpha Investments's SIVB Position: Q4 2023 in Review

Systematic Alpha Investments sold out of SVB Financial Group (SIVB) in Q4 2023, closing a stake of 1,470 shares — an estimated $132 sold.

Systematic Alpha Investments first reported a position in SIVB in Q3 2021 and held it in 8 quarters. The position peaked at $1.05M in Q3 2021. 15 funds tracked by Wall St. Rank hold SIVB as of Q4 2023.

  • Systematic Alpha Investments reported no remaining SVB Financial Group position as of Q4 2023 after selling out during the quarter.
  • Systematic Alpha Investments sold 1,470 SVB Financial Group shares in Q4 2023, an estimated $132.
  • Systematic Alpha Investments first reported a position in SVB Financial Group in Q3 2021 and held it in 8 quarters.
  • Systematic Alpha Investments's SVB Financial Group position peaked at $1.05M in Q3 2021.
  • 15 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2023.

Based on Systematic Alpha Investments's 13F filing for Q4 2023, filed 13 Feb 2024.