HAG
SIVB

HighPoint Advisor Group’s SVB Financial Group SIVB Stock Holding History

HighPoint Advisor Group’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 		$575K Buy
+1,411
New +$665K 0.06% 258
2021
Q3 		$743K Buy
1,148
+38
+3% +$22K 0.07% 223
2021
Q2 		$618K Buy
1,110
+104
+10% +$57.7K 0.06% 261
2021
Q1 		$501K Buy
1,006
+29
+3% +$14.3K 0.06% 266
2020
Q4 		$493K Buy
+977
New +$317K 0.06% 262

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

HighPoint Advisor Group's SIVB Position: Q2 2022 in Review

HighPoint Advisor Group opened a new position in SVB Financial Group (SIVB) in Q2 2022: 1,411 shares worth $575K. The stake represents 0.06% of the portfolio and ranks #258 among its holdings. This is a return to the name: HighPoint Advisor Group previously reported a position in SIVB as recently as Q3 2021.

HighPoint Advisor Group first reported a position in SIVB in Q4 2020 and has held it in 5 quarters since. The position peaked at $743K in Q3 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • HighPoint Advisor Group held 1,411 shares of SVB Financial Group worth $575K as of Q2 2022.
  • SVB Financial Group was a new HighPoint Advisor Group position in Q2 2022.
  • SVB Financial Group made up 0.06% of HighPoint Advisor Group's portfolio in Q2 2022, its #258 holding.
  • HighPoint Advisor Group first reported a position in SVB Financial Group in Q4 2020 and has held it in 5 quarters since.
  • HighPoint Advisor Group's SVB Financial Group position peaked at $743K in Q3 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on HighPoint Advisor Group's 13F filing for Q2 2022, filed 15 Aug 2022.