Altavista Wealth Management’s iShares Silver Trust SLV Stock Holding History

Altavista Wealth Management’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
2021 Q4	$492K	Sell	22,880 -570	-2%	-$12.3K	0.1%	124
2021 Q3	$481K	Buy	23,450 +3,050	+15%	+$68.6K	0.11%	122
2021 Q2	$494K	Buy	20,400 +2,700	+15%	+$66.9K	0.11%	119
2021 Q1	$402K	Sell	17,700 -5,500	-24%	-$134K	0.1%	125
2020 Q4	$570K	Sell	23,200 -400	-2%	-$9.1K	0.14%	100
2020 Q3	$511K	Buy	23,600 +3,750	+19%	+$85.2K	0.14%	99
2020 Q2	$338K	Buy	+19,850	New	+$303K	0.1%	125

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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

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

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

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

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Altavista Wealth Management's SLV Position: Q4 2021 in Review

Altavista Wealth Management reduced its iShares Silver Trust (SLV) stake by 2.4% in Q4 2021, selling an estimated $12.3K and leaving 22,880 shares worth $492K. The position accounts for 0.1% of the portfolio, ranked #124.

Altavista Wealth Management first reported a position in SLV in Q2 2020 and has held it in 7 quarters since. The position peaked at $570K in Q4 2020. 718 funds tracked by Wall St. Rank hold SLV as of Q4 2021.

Altavista Wealth Management held 22,880 shares of iShares Silver Trust worth $492K as of Q4 2021.
Altavista Wealth Management sold 570 iShares Silver Trust shares in Q4 2021, an estimated $12.3K.
iShares Silver Trust made up 0.1% of Altavista Wealth Management's portfolio in Q4 2021, its #124 holding.
Altavista Wealth Management first reported a position in iShares Silver Trust in Q2 2020 and has held it in 7 quarters since.
Altavista Wealth Management's iShares Silver Trust position peaked at $570K in Q4 2020.
718 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.