HWM
SIVB

Hohimer Wealth Management’s SVB Financial Group SIVB Stock Holding History

Hohimer Wealth Management’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
-2,252
Closed -$756K – 206
2022
Q3 		$756K Sell
2,252
-5
-0.2% -$2.01K 0.24% 112
2022
Q2 		$891K Buy
2,257
+49
+2% +$23.1K 0.26% 100
2022
Q1 		$1.24M Sell
2,208
-17
-0.8% -$10.3K 0.24% 115
2021
Q4 		$1.51M Sell
2,225
-1,001
-31% -$705K 0.32% 100
2021
Q3 		$2.09M Sell
3,226
-24
-0.7% -$13.9K 0.44% 85
2021
Q2 		$1.81M Buy
3,250
+65
+2% +$36.1K 0.37% 91
2021
Q1 		$1.57M Sell
3,185
-1,154
-27% -$568K 0.38% 84
2020
Q4 		$1.68M Sell
4,339
-124
-3% -$40.2K 0.45% 75
2020
Q3 		$1.21M Buy
4,463
+91
+2% +$21.4K 0.34% 98
2020
Q2 		$942K Buy
4,372
+255
+6% +$49.1K 0.33% 106
2020
Q1 		$793K Sell
4,117
-1,142
-22% -$251K 0.34% 113
2019
Q4 		$1.32M Buy
+5,259
New +$1.2M 0.46% 100

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 $23.8B AUM 34.25% 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

Hohimer Wealth Management's SIVB Position: Q4 2022 in Review

Hohimer Wealth Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 2,252 shares — an estimated $756K sold.

Hohimer Wealth Management first reported a position in SIVB in Q4 2019 and held it in 12 quarters. The position peaked at $2.09M in Q3 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Hohimer Wealth Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Hohimer Wealth Management sold 2,252 SVB Financial Group shares in Q4 2022, an estimated $756K.
  • Hohimer Wealth Management first reported a position in SVB Financial Group in Q4 2019 and held it in 12 quarters.
  • Hohimer Wealth Management's SVB Financial Group position peaked at $2.09M in Q3 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Hohimer Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.