Exencial Wealth Advisors, LLC Svb Financial Group Transaction History

Exencial Wealth Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$200.26 - $376.49 $1,802 - $3,388	9 Added 0.17%	5,412 $1.25 Million
Q3 2022 Nov 08, 2022	SELL	$21.04 - $436.17 $147 - $3,053	-7 Reduced 0.13%	5,403 $1.81 Million
Q2 2022 Aug 11, 2022	SELL	$389.13 - $547.75 $36,967 - $52,036	-95 Reduced 1.73%	5,410 $2.14 Million
Q1 2022 May 12, 2022	SELL	$494.35 - $737.77 $5,437 - $8,115	-11 Reduced 0.2%	5,505 $3.08 Million
Q4 2021 Feb 10, 2022	BUY	$637.64 - $755.03 $72,690 - $86,073	114 Added 2.11%	5,516 $3.74 Million
Q3 2021 Nov 04, 2021	SELL	$534.95 - $674.41 $52,425 - $66,092	-98 Reduced 1.78%	5,402 $3.49 Million
Q4 2020 Feb 11, 2021	BUY	$245.3 - $387.83 $24,530 - $38,783	100 Added 1.85%	5,500 $2.13 Million
Q4 2019 Feb 14, 2020	SELL	$188.33 - $254.21 $1,318 - $1,779	-7 Reduced 0.13%	5,400 $1.36 Million
Q3 2019 Nov 13, 2019	BUY	$184.71 - $233.79 $112,118 - $141,910	607 Added 12.65%	5,407 $1.13 Million
Q1 2019 May 08, 2019	BUY	$189.64 - $250.81 $910,271 - $1.2 Million	4,800 New	4,800 $1.07 Million

137K

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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