HIA
SIVB

Harbor Investment Advisory’s SVB Financial Group SIVB Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-505
Closed -$116K – 1383
2022
Q4 		$116K Sell
505
-200
-28% -$49.7K 0.02% 457
2022
Q3 		$237K Buy
705
+10
+1% +$4.03K 0.04% 304
2022
Q2 		$275K Sell
695
-25
-3% -$11.8K 0.04% 283
2022
Q1 		$403K Buy
+720
New +$437K 0.05% 250

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Harbor Investment Advisory's SIVB Position: Q1 2023 in Review

Harbor Investment Advisory sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 505 shares — an estimated $116K sold.

Harbor Investment Advisory first reported a position in SIVB in Q1 2022 and held it in 4 quarters. The position peaked at $403K in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Harbor Investment Advisory reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 505 SVB Financial Group shares in Q1 2023, an estimated $116K.
  • Harbor Investment Advisory first reported a position in SVB Financial Group in Q1 2022 and held it in 4 quarters.
  • Harbor Investment Advisory's SVB Financial Group position peaked at $403K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Harbor Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.