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Acorn Financial Advisory Services’s Sprott Physical Silver Trust PSLV Stock Holding History

Acorn Financial Advisory Services’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21,342
Closed -$176K – 231
2022
Q4 		$176K Sell
21,342
-70
-0.3% -$511 0.04% 210
2022
Q3 		$142K Buy
+21,412
New +$142K 0.03% 210

Other funds holding PSLV

QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 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
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

Acorn Financial Advisory Services's PSLV Position: Q1 2023 in Review

Acorn Financial Advisory Services sold out of Sprott Physical Silver Trust (PSLV) in Q1 2023, closing a stake of 21,342 shares — an estimated $176K sold.

Acorn Financial Advisory Services first reported a position in PSLV in Q3 2022 and held it in 2 quarters. The position peaked at $176K in Q4 2022. 298 funds tracked by Wall St. Rank hold PSLV as of Q1 2023.

  • Acorn Financial Advisory Services reported no remaining Sprott Physical Silver Trust position as of Q1 2023 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 21,342 Sprott Physical Silver Trust shares in Q1 2023, an estimated $176K.
  • Acorn Financial Advisory Services first reported a position in Sprott Physical Silver Trust in Q3 2022 and held it in 2 quarters.
  • Acorn Financial Advisory Services's Sprott Physical Silver Trust position peaked at $176K in Q4 2022.
  • 298 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q1 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2023, filed 26 Apr 2023.