Highstreet Asset Management’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$633K Sell
2,520
-288
-10% -$65.5K 0.03% 209
2019
Q3
$587K Buy
2,808
+1,251
+80% +$262K 0.03% 186
2019
Q2
$350K Buy
+1,557
New +$360K 0.02% 235

Other funds holding SIVB

Highstreet Asset Management's SIVB Position: Q4 2019 in Review

Highstreet Asset Management reduced its SVB Financial Group (SIVB) stake by 10% in Q4 2019, selling an estimated $65.5K and leaving 2,520 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #209.

Highstreet Asset Management first reported a position in SIVB in Q2 2019 and has held it in 3 quarters since. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

  • Highstreet Asset Management held 2,520 shares of SVB Financial Group worth $633K as of Q4 2019.
  • Highstreet Asset Management sold 288 SVB Financial Group shares in Q4 2019, an estimated $65.5K.
  • SVB Financial Group made up 0.03% of Highstreet Asset Management's portfolio in Q4 2019, its #209 holding.
  • Highstreet Asset Management first reported a position in SVB Financial Group in Q2 2019 and has held it in 3 quarters since.
  • 560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Highstreet Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.