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Allen Mooney & Barnes Investment Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
2024
Q2 		– Sell
-44,235
Closed -$422K – 161
2024
Q1 		$422K Sell
44,235
-22,125
-33% -$173K 0.08% 117
2023
Q4 		$536K Sell
66,360
-3,070
-4% -$24.3K 0.1% 93
2023
Q3 		$526K Buy
+69,430
New +$559K 0.11% 87
2023
Q2 		– Sell
-10,935
Closed -$91.2K – 145
2023
Q1 		$91.2K Sell
10,935
-700
-6% -$5.4K 0.02% 130
2022
Q4 		$95.9K Buy
+11,635
New +$85K 0.02% 132

Other funds holding PSLV

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
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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's PSLV Position: Q2 2024 in Review

Allen Mooney & Barnes Investment Advisors sold out of Sprott Physical Silver Trust (PSLV) in Q2 2024, closing a stake of 44,235 shares — an estimated $422K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in PSLV in Q4 2022 and held it in 5 quarters. The position peaked at $536K in Q4 2023. 330 funds tracked by Wall St. Rank hold PSLV as of Q2 2024.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Sprott Physical Silver Trust position as of Q2 2024 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 44,235 Sprott Physical Silver Trust shares in Q2 2024, an estimated $422K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Sprott Physical Silver Trust in Q4 2022 and held it in 5 quarters.
  • Allen Mooney & Barnes Investment Advisors's Sprott Physical Silver Trust position peaked at $536K in Q4 2023.
  • 330 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2024.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.