HIS
SIVB

Harvest Investment Services’s SVB Financial Group SIVB Stock Holding History

Harvest Investment Services’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
Q2 		– Sell
-1,415
Closed -$791K – 204
2022
Q1 		$791K Buy
1,415
+491
+53% +$298K 0.47% 60
2021
Q4 		$626K Buy
924
+382
+70% +$269K 0.26% 115
2021
Q3 		$350K Sell
542
-998
-65% -$579K 0.14% 194
2021
Q2 		$856K Buy
1,540
+842
+121% +$467K 0.36% 81
2021
Q1 		$344K Buy
+698
New +$343K 0.15% 167

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Investment Services's SIVB Position: Q2 2022 in Review

Harvest Investment Services sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 1,415 shares — an estimated $791K sold.

Harvest Investment Services first reported a position in SIVB in Q1 2021 and held it in 5 quarters. The position peaked at $856K in Q2 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Harvest Investment Services reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Harvest Investment Services sold 1,415 SVB Financial Group shares in Q2 2022, an estimated $791K.
  • Harvest Investment Services first reported a position in SVB Financial Group in Q1 2021 and held it in 5 quarters.
  • Harvest Investment Services's SVB Financial Group position peaked at $856K in Q2 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Harvest Investment Services's 13F filing for Q2 2022, filed 19 Jul 2022.