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Amplius Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-1,000
Closed -$21K – 770
2021
Q4 		$21K Buy
+1,000
New +$21.6K ﹤0.01% 464

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Amplius Wealth Advisors's SLV Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares Silver Trust (SLV) in Q1 2022, closing a stake of 1,000 shares — an estimated $21K sold.

Amplius Wealth Advisors first reported a position in SLV in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 744 funds tracked by Wall St. Rank hold SLV as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares Silver Trust position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,000 iShares Silver Trust shares in Q1 2022, an estimated $21K.
  • Amplius Wealth Advisors first reported a position in iShares Silver Trust in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares Silver Trust position peaked at $21K in Q4 2021.
  • 744 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.