RHP
SIVB

Royal Harbor Partners’s SVB Financial Group SIVB Stock Holding History

Royal Harbor Partners’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
-2,377
Closed -$798K – 79
2022
Q3 		$798K Buy
2,377
+15
+0.6% +$6.04K 0.55% 43
2022
Q2 		$933K Buy
2,362
+66
+3% +$31.1K 0.64% 42
2022
Q1 		$1.28M Sell
2,296
-2,062
-47% -$1.25M 0.82% 36
2021
Q4 		$2.96M Buy
4,358
+247
+6% +$174K 1.88% 15
2021
Q3 		$2.66M Buy
4,111
+1,847
+82% +$1.07M 1.89% 17
2021
Q2 		$1.26M Buy
2,264
+68
+3% +$37.7K 0.84% 45
2021
Q1 		$1.08M Sell
2,196
-790
-26% -$389K 0.83% 44
2020
Q4 		$1.16M Sell
2,986
-376
-11% -$122K 0.97% 27
2020
Q3 		$809K Buy
+3,362
New +$791K 0.76% 45

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

Royal Harbor Partners's SIVB Position: Q4 2022 in Review

Royal Harbor Partners sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 2,377 shares — an estimated $798K sold.

Royal Harbor Partners first reported a position in SIVB in Q3 2020 and held it in 9 quarters. The position peaked at $2.96M in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Royal Harbor Partners reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Royal Harbor Partners sold 2,377 SVB Financial Group shares in Q4 2022, an estimated $798K.
  • Royal Harbor Partners first reported a position in SVB Financial Group in Q3 2020 and held it in 9 quarters.
  • Royal Harbor Partners's SVB Financial Group position peaked at $2.96M in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Royal Harbor Partners's 13F filing for Q4 2022, filed 24 Jan 2023.