Creative Planning’s Severn Bancorp Inc/MD SVBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-49,387
| Closed | -$618K | – | 2265 |
|
|
2021
Q3 | $618K | Hold |
49,387
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q2 | $588K | Hold |
49,387
| – | – | ﹤0.01% | 1186 |
|
|
2021
Q1 | $598K | Hold |
49,387
| – | – | ﹤0.01% | 1312 |
|
|
2020
Q4 | $353K | Hold |
49,387
| – | – | ﹤0.01% | 1519 |
|
|
2020
Q3 | $321K | Sell |
49,387
-650
| -1% | -$3.98K | ﹤0.01% | 1384 |
|
|
2020
Q2 | $324K | Hold |
50,037
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q1 | $321K | Sell |
50,037
-2,200
| -4% | -$17.3K | ﹤0.01% | 1155 |
|
|
2019
Q4 | $486K | Hold |
52,237
| – | – | ﹤0.01% | 1126 |
|
|
2019
Q3 | $418K | Hold |
52,237
| – | – | ﹤0.01% | 1173 |
|
|
2019
Q2 | $454K | Sell |
52,237
-500
| -0.9% | -$4.45K | ﹤0.01% | 1136 |
|
|
2019
Q1 | $500K | Buy |
52,737
+500
| +1% | +$4.31K | ﹤0.01% | 1029 |
|
|
2018
Q4 | $417K | Hold |
52,237
| – | – | ﹤0.01% | 1059 |
|
|
2018
Q3 | $512K | Hold |
52,237
| – | – | ﹤0.01% | 1063 |
|
|
2018
Q2 | $452K | Buy |
52,237
+115
| +0.2% | +$889 | ﹤0.01% | 1123 |
|
|
2018
Q1 | $375K | Buy |
52,122
+2,650
| +5% | +$20.1K | ﹤0.01% | 1227 |
|
|
2017
Q4 | $359K | Sell |
49,472
-3,630
| -7% | -$25.5K | ﹤0.01% | 1264 |
|
|
2017
Q3 | $372K | Hold |
53,102
| – | – | ﹤0.01% | 1204 |
|
|
2017
Q2 | $385K | Hold |
53,102
| – | – | ﹤0.01% | 1156 |
|
|
2017
Q1 | $382K | Buy |
53,102
+3,630
| +7% | +$26.3K | ﹤0.01% | 1131 |
|
|
2016
Q4 | $391K | Buy |
49,472
+700
| +1% | +$4.69K | ﹤0.01% | 1044 |
|
|
2016
Q3 | $318K | Hold |
48,772
| – | – | ﹤0.01% | 1148 |
|
|
2016
Q2 | $293K | Hold |
48,772
| – | – | ﹤0.01% | 1068 |
|
|
2016
Q1 | $246K | Buy |
+48,772
| New | +$255K | ﹤0.01% | 1113 |
|
Creative Planning's SVBI Position: Q4 2021 in Review
Creative Planning sold out of Severn Bancorp Inc/MD (SVBI) in Q4 2021, closing a stake of 49,387 shares — an estimated $618K sold.
Creative Planning first reported a position in SVBI in Q1 2016 and held it in 23 quarters. The position peaked at $618K in Q3 2021. 0 funds tracked by Wall St. Rank hold SVBI as of Q4 2021.
- Creative Planning reported no remaining Severn Bancorp Inc/MD position as of Q4 2021 after selling out during the quarter.
- Creative Planning sold 49,387 Severn Bancorp Inc/MD shares in Q4 2021, an estimated $618K.
- Creative Planning first reported a position in Severn Bancorp Inc/MD in Q1 2016 and held it in 23 quarters.
- Creative Planning's Severn Bancorp Inc/MD position peaked at $618K in Q3 2021.
- 0 funds tracked by Wall St. Rank held Severn Bancorp Inc/MD as of Q4 2021.
Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.