BHWM
SVBI

Bay Harbor Wealth Management’s Severn Bancorp Inc/MD SVBI Stock Holding History

Bay Harbor Wealth Management’s Portfolio SVBI Stock Details SVBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,722
Closed -$62K – 451
2020
Q4 		$62K Hold
8,722
– – 0.03% 141
2020
Q3 		$57K Hold
8,722
– – 0.03% 146
2020
Q2 		$57K Hold
8,722
– – 0.03% 142
2020
Q1 		$56K Hold
8,722
– – 0.03% 125
2019
Q4 		$81K Hold
8,722
– – 0.04% 126
2019
Q3 		$70K Hold
8,722
– – 0.04% 131
2019
Q2 		$76K Buy
+8,722
New +$77.6K 0.05% 132

Other funds holding SVBI

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return

Bay Harbor Wealth Management's SVBI Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of Severn Bancorp Inc/MD (SVBI) in Q1 2021, closing a stake of 8,722 shares — an estimated $62K sold.

Bay Harbor Wealth Management first reported a position in SVBI in Q2 2019 and held it in 7 quarters. The position peaked at $81K in Q4 2019. 36 funds tracked by Wall St. Rank hold SVBI as of Q1 2021.

  • Bay Harbor Wealth Management reported no remaining Severn Bancorp Inc/MD position as of Q1 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 8,722 Severn Bancorp Inc/MD shares in Q1 2021, an estimated $62K.
  • Bay Harbor Wealth Management first reported a position in Severn Bancorp Inc/MD in Q2 2019 and held it in 7 quarters.
  • Bay Harbor Wealth Management's Severn Bancorp Inc/MD position peaked at $81K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Severn Bancorp Inc/MD as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.