HWA
SIVB

HHM Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

HHM Wealth 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
Q4 		– Sell
-58
Closed -$19K – 759
2022
Q3 		$19K Hold
58
– – 0.01% 355
2022
Q2 		$23K Hold
58
– – 0.01% 409
2022
Q1 		$32K Hold
58
– – 0.01% 372
2021
Q4 		$39K Hold
58
– – 0.01% 340
2021
Q3 		$38K Hold
58
– – 0.01% 333
2021
Q2 		$32K Buy
58
+56
+2,800% +$31.1K 0.01% 347
2021
Q1 		$1K Hold
2
– – ﹤0.01% 579
2020
Q4 		$1K Hold
2
– – ﹤0.01% 529
2020
Q3 		$0 Hold
2
– – ﹤0.01% 551
2020
Q2 		$0 Buy
+2
New +$385 ﹤0.01% 542

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHM Wealth Advisors's SIVB Position: Q4 2022 in Review

HHM Wealth Advisors sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 58 shares — an estimated $19K sold.

HHM Wealth Advisors first reported a position in SIVB in Q2 2020 and held it in 10 quarters. The position peaked at $39K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • HHM Wealth Advisors reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 58 SVB Financial Group shares in Q4 2022, an estimated $19K.
  • HHM Wealth Advisors first reported a position in SVB Financial Group in Q2 2020 and held it in 10 quarters.
  • HHM Wealth Advisors's SVB Financial Group position peaked at $39K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.