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SVB Financial shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of SVB Financial (SIVBQ) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in SVB Financial

Tip: Access up to 7 years of quarterly data

All positions including SVB Financial held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SVB Financial by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $4.0k 10 400.00
2022-03-31 $6.0k 10 600.00
2021-12-31 $7.0k 10 700.00
2021-09-30 $6.0k 10 600.00
2021-06-30 $6.0k 10 600.00
2020-03-31 $2.0k 10 200.00
2019-12-31 $3.0k 10 300.00
2019-06-30 $2.0k 10 200.00
2019-03-31 $2.0k 10 200.00
2018-12-31 $2.0k 10 200.00

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding SVB Financial

Bp Wealth Management
Gifford Fong Associates
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Accent Capital Management
Meeder Asset Management
Bartlett & Co. Wealth Management
Bartlett & Co.
Pacer Advisors
FSA Wealth Management
Huntington National Bank
Proequities

View all funds holding SVB Financial