AWM
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Altavista Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Altavista Wealth Management’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
2021
Q1 		– Sell
-66,415
Closed -$1.7M – 178
2020
Q4 		$1.7M Buy
66,415
+1,956
+3% +$46.2K 0.43% 51
2020
Q3 		$1.45M Buy
+64,459
New +$1.52M 0.4% 53

Other funds holding SIVR

PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altavista Wealth Management's SIVR Position: Q1 2021 in Review

Altavista Wealth Management sold out of abrdn Physical Silver Shares ETF (SIVR) in Q1 2021, closing a stake of 66,415 shares — an estimated $1.7M sold.

Altavista Wealth Management first reported a position in SIVR in Q3 2020 and held it in 2 quarters. The position peaked at $1.7M in Q4 2020. 109 funds tracked by Wall St. Rank hold SIVR as of Q1 2021.

  • Altavista Wealth Management reported no remaining abrdn Physical Silver Shares ETF position as of Q1 2021 after selling out during the quarter.
  • Altavista Wealth Management sold 66,415 abrdn Physical Silver Shares ETF shares in Q1 2021, an estimated $1.7M.
  • Altavista Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q3 2020 and held it in 2 quarters.
  • Altavista Wealth Management's abrdn Physical Silver Shares ETF position peaked at $1.7M in Q4 2020.
  • 109 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2021.

Based on Altavista Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.