SVB Wealth’s HireQuest HQI Stock Holding History

SVB Wealth’s Portfolio HQI Stock Details HQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-93,181	Closed	-$1.8M	–	878
2021 Q3	$1.8M	Hold	93,181	–	–	0.02%	270
2021 Q2	$1.73M	Buy	93,181 +1,103	+1%	+$21.2K	0.02%	280
2021 Q1	$1.59M	Hold	92,078	–	–	0.02%	273
2020 Q4	$941K	Hold	92,078	–	–	0.01%	343
2020 Q3	$701K	Buy	+92,078	New	+$614K	0.01%	350

Other funds holding HQI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SVB Wealth's HQI Position: Q4 2021 in Review

SVB Wealth sold out of HireQuest (HQI) in Q4 2021, closing a stake of 93,181 shares — an estimated $1.8M sold.

SVB Wealth first reported a position in HQI in Q3 2020 and held it in 5 quarters. The position peaked at $1.8M in Q3 2021. 34 funds tracked by Wall St. Rank hold HQI as of Q4 2021.

SVB Wealth reported no remaining HireQuest position as of Q4 2021 after selling out during the quarter.
SVB Wealth sold 93,181 HireQuest shares in Q4 2021, an estimated $1.8M.
SVB Wealth first reported a position in HireQuest in Q3 2020 and held it in 5 quarters.
SVB Wealth's HireQuest position peaked at $1.8M in Q3 2021.
34 funds tracked by Wall St. Rank held HireQuest as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.