WAM
SIVB

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

Worth 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
2023
Q2 		– Sell
-150
Closed -$136 – 546
2023
Q1 		$136 Hold
150
– – ﹤0.01% 469
2022
Q4 		$34.5K Buy
+150
New +$37.3K 0.02% 217

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 $1.75B AUM 34.85% 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

Worth Asset Management's SIVB Position: Q2 2023 in Review

Worth Asset Management sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 150 shares — an estimated $136 sold.

Worth Asset Management first reported a position in SIVB in Q4 2022 and held it in 2 quarters. The position peaked at $34.5K in Q4 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Worth Asset Management reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Worth Asset Management sold 150 SVB Financial Group shares in Q2 2023, an estimated $136.
  • Worth Asset Management first reported a position in SVB Financial Group in Q4 2022 and held it in 2 quarters.
  • Worth Asset Management's SVB Financial Group position peaked at $34.5K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Worth Asset Management's 13F filing for Q2 2023, filed 11 Jul 2023.