ARS
SIVR icon

Adirondack Retirement Specialists’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Adirondack Retirement Specialists’s Portfolio SIVR Stock Details SIVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,459
Closed -$53.7K – 114
2023
Q2 		$53.7K Hold
2,459
– – 0.04% 34
2023
Q1 		$59K Hold
2,459
– – 0.05% 39
2022
Q4 		$56.5K Hold
2,459
– – 0.06% 27
2022
Q3 		$45K Buy
+2,459
New +$45.5K 0.04% 33

Other funds holding SIVR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adirondack Retirement Specialists's SIVR Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of abrdn Physical Silver Shares ETF (SIVR) in Q3 2023, closing a stake of 2,459 shares — an estimated $53.7K sold.

Adirondack Retirement Specialists first reported a position in SIVR in Q3 2022 and held it in 4 quarters. The position peaked at $59K in Q1 2023. 157 funds tracked by Wall St. Rank hold SIVR as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining abrdn Physical Silver Shares ETF position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 2,459 abrdn Physical Silver Shares ETF shares in Q3 2023, an estimated $53.7K.
  • Adirondack Retirement Specialists first reported a position in abrdn Physical Silver Shares ETF in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's abrdn Physical Silver Shares ETF position peaked at $59K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.