Ahrens Investment Partners’s iShares Silver Trust SLV Stock Holding History

Ahrens Investment Partners’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$191K	Sell	8,618 -1,471	-15%	-$30.5K	0.09%	153
2022 Q4	$222K	Buy	+10,089	New	+$198K	0.1%	148
2022 Q3	–	Sell	-20,824	Closed	-$388K	–	773
2022 Q2	$388K	Sell	20,824 -181,996	-90%	-$3.8M	0.17%	100
2022 Q1	$4.64M	Buy	202,820 +191,005	+1,617%	+$4.25M	1.46%	19
2021 Q4	$254K	Sell	11,815 -700	-6%	-$15.1K	0.11%	155
2021 Q3	$257K	Sell	12,515 -2,100	-14%	-$47.2K	0.12%	167
2021 Q2	$354K	Buy	14,615 +4,750	+48%	+$118K	0.16%	147
2021 Q1	$224K	Buy	9,865 +540	+6%	+$13.1K	0.11%	175
2020 Q4	$229K	Sell	9,325 -275	-3%	-$6.25K	0.12%	151
2020 Q3	$208K	Sell	9,600 -3,850	-29%	-$87.5K	0.14%	148
2020 Q2	$229K	Sell	13,450 -300	-2%	-$4.58K	0.14%	131
2020 Q1	$179K	Buy	+13,750	New	+$216K	0.13%	118

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ahrens Investment Partners's SLV Position: Q1 2023 in Review

Ahrens Investment Partners reduced its iShares Silver Trust (SLV) stake by 15% in Q1 2023, selling an estimated $30.5K and leaving 8,618 shares worth $191K. The position accounts for 0.09% of the portfolio, ranked #153.

Ahrens Investment Partners first reported a position in SLV in Q1 2020 and has held it in 12 quarters since. The position peaked at $4.64M in Q1 2022. 736 funds tracked by Wall St. Rank hold SLV as of Q1 2023.

Ahrens Investment Partners held 8,618 shares of iShares Silver Trust worth $191K as of Q1 2023.
Ahrens Investment Partners sold 1,471 iShares Silver Trust shares in Q1 2023, an estimated $30.5K.
iShares Silver Trust made up 0.09% of Ahrens Investment Partners's portfolio in Q1 2023, its #153 holding.
Ahrens Investment Partners first reported a position in iShares Silver Trust in Q1 2020 and has held it in 12 quarters since.
Ahrens Investment Partners's iShares Silver Trust position peaked at $4.64M in Q1 2022.
736 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.