WOC
SIVB

West Oak Capital’s SVB Financial Group SIVB Stock Holding History

West Oak Capital’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
-35
Closed – – 331
2023
Q3 		$0 Hold
35
– – ﹤0.01% 320
2023
Q2 		$18 Hold
35
– – ﹤0.01% 317
2023
Q1 		$32 Hold
35
– – ﹤0.01% 320
2022
Q4 		$8K Hold
35
– – ﹤0.01% 225
2022
Q3 		$12K Hold
35
– – 0.01% 230
2022
Q2 		$14K Sell
35
-40
-53% -$18.8K 0.01% 224
2022
Q1 		$42K Hold
75
– – 0.02% 186
2021
Q4 		$51K Hold
75
– – 0.02% 186
2021
Q3 		$49K Buy
75
+40
+114% +$23.2K 0.02% 192
2021
Q2 		$19K Hold
35
– – 0.01% 245
2021
Q1 		$17K Hold
35
– – 0.01% 242
2020
Q4 		$14K Buy
+35
New +$11.3K 0.01% 244

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 $2.11B AUM 27.11% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
ACM
Accent Capital Management Centerville, Ohio $206M AUM 29.56% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

West Oak Capital's SIVB Position: Q4 2023 in Review

West Oak Capital sold out of SVB Financial Group (SIVB) in Q4 2023, closing a stake of 35 shares.

West Oak Capital first reported a position in SIVB in Q4 2020 and held it in 12 quarters. The position peaked at $51K in Q4 2021. 15 funds tracked by Wall St. Rank hold SIVB as of Q4 2023.

  • West Oak Capital reported no remaining SVB Financial Group position as of Q4 2023 after selling out during the quarter.
  • West Oak Capital sold 35 SVB Financial Group shares in Q4 2023.
  • West Oak Capital first reported a position in SVB Financial Group in Q4 2020 and held it in 12 quarters.
  • West Oak Capital's SVB Financial Group position peaked at $51K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2023.

Based on West Oak Capital's 13F filing for Q4 2023, filed 18 Jan 2024.