TAM
SIVB

Tucker Asset Management’s SVB Financial Group SIVB Stock Holding History

Tucker Asset Management’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
2024
Q4 		– Sell
-1,351
Closed -$15 – 1608
2024
Q3 		$15 Hold
1,351
– – ﹤0.01% 1434
2024
Q2 		$41 Hold
1,351
– – ﹤0.01% 1620
2024
Q1 		$68 Hold
1,351
– – ﹤0.01% 1587
2023
Q4 		$45 Hold
1,351
– – ﹤0.01% 1421
2023
Q3 		$122 Hold
1,351
– – ﹤0.01% 1317
2023
Q2 		$700 Buy
1,351
+1,300
+2,549% +$674 ﹤0.01% 1006
2023
Q1 		$46 Buy
51
+13
+34% +$3.65K ﹤0.01% 1147
2022
Q4 		$8.92K Hold
38
– – ﹤0.01% 364
2022
Q3 		$8.78K Hold
38
– – ﹤0.01% 350
2022
Q2 		$15K Hold
38
– – ﹤0.01% 196
2022
Q1 		$21.3K Buy
38
+27
+245% +$16.4K 0.01% 145
2021
Q4 		$7.47K Buy
+11
New +$7.75K ﹤0.01% 271
2021
Q2 		– Sell
-507
Closed -$250K – 378
2021
Q1 		$250K Buy
+507
New +$249K 0.13% 22

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Tucker Asset Management's SIVB Position: Q4 2024 in Review

Tucker Asset Management sold out of SVB Financial Group (SIVB) in Q4 2024, closing a stake of 1,351 shares — an estimated $15 sold.

Tucker Asset Management first reported a position in SIVB in Q1 2021 and held it in 13 quarters. The position peaked at $250K in Q1 2021. 3 funds tracked by Wall St. Rank hold SIVB as of Q4 2024.

  • Tucker Asset Management reported no remaining SVB Financial Group position as of Q4 2024 after selling out during the quarter.
  • Tucker Asset Management sold 1,351 SVB Financial Group shares in Q4 2024, an estimated $15.
  • Tucker Asset Management first reported a position in SVB Financial Group in Q1 2021 and held it in 13 quarters.
  • Tucker Asset Management's SVB Financial Group position peaked at $250K in Q1 2021.
  • 3 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2024.

Based on Tucker Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.