HCA
SIVB

Harbour Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Harbour Capital Advisors’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
2022
Q1 		– Sell
-1,342
Closed -$910K – 254
2021
Q4 		$910K Buy
1,342
+50
+4% +$35.2K 0.22% 104
2021
Q3 		$836K Buy
1,292
+705
+120% +$409K 0.22% 114
2021
Q2 		$327K Buy
+587
New +$326K 0.09% 184
2020
Q1 		– Sell
-6,231
Closed -$1.56M – 221
2019
Q4 		$1.56M Sell
6,231
-505
-7% -$115K 0.6% 61
2019
Q3 		$1.41M Sell
6,736
-294
-4% -$61.6K 0.6% 61
2019
Q2 		$1.58M Sell
7,030
-111
-2% -$25.7K 0.68% 56
2019
Q1 		$1.59M Buy
7,141
+102
+1% +$23.8K 0.7% 50
2018
Q4 		$1.34M Buy
7,039
+44
+0.6% +$10.8K 0.66% 55
2018
Q3 		$2.17M Sell
6,995
-543
-7% -$171K 0.88% 28
2018
Q2 		$2.2M Sell
7,538
-75
-1% -$22K 0.94% 24
2018
Q1 		$1.83M Sell
7,613
-114
-1% -$28.6K 0.78% 31
2017
Q4 		$1.81M Sell
7,727
-30
-0.4% -$6.39K 0.75% 31
2017
Q3 		$1.45M Sell
7,757
-150
-2% -$26.4K 0.63% 41
2017
Q2 		$1.39M Sell
7,907
-155
-2% -$27.8K 0.69% 38
2017
Q1 		$1.5M Hold
8,062
– – 0.68% 33
2016
Q4 		$1.38M Sell
8,062
-187
-2% -$26.8K 0.99% 24
2016
Q3 		$912K Buy
8,249
+435
+6% +$45.3K 0.57% 54
2016
Q2 		$744K Buy
7,814
+1,665
+27% +$170K 0.42% 86
2016
Q1 		$628K Sell
6,149
-76
-1% -$7.35K 0.36% 104
2015
Q4 		$740K Buy
6,225
+715
+13% +$88.7K 0.4% 86
2015
Q3 		$637K Buy
5,510
+705
+15% +$94.5K 0.45% 86
2015
Q2 		$692K Buy
4,805
+1,980
+70% +$268K 0.43% 86
2015
Q1 		$359K Buy
+2,825
New +$338K 0.25% 128

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbour Capital Advisors's SIVB Position: Q1 2022 in Review

Harbour Capital Advisors sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 1,342 shares — an estimated $910K sold.

Harbour Capital Advisors first reported a position in SIVB in Q1 2015 and held it in 23 quarters. The position peaked at $2.2M in Q2 2018. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Harbour Capital Advisors reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Harbour Capital Advisors sold 1,342 SVB Financial Group shares in Q1 2022, an estimated $910K.
  • Harbour Capital Advisors first reported a position in SVB Financial Group in Q1 2015 and held it in 23 quarters.
  • Harbour Capital Advisors's SVB Financial Group position peaked at $2.2M in Q2 2018.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Harbour Capital Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.