AAP
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Arax Advisory Partners’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Arax Advisory Partners’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,511
Closed -$25.6K – 1385
2023
Q4 		$25.6K Buy
2,511
+12
+0.5% +$112 ﹤0.01% 607
2023
Q3 		$21.4K Hold
2,499
– – ﹤0.01% 573
2023
Q2 		$24.1K Buy
2,499
+10
+0.4% +$108 ﹤0.01% 558
2023
Q1 		$28.5K Sell
2,489
-52
-2% -$558 ﹤0.01% 532
2022
Q4 		$26.7K Buy
2,541
+2
+0.1% +$20 ﹤0.01% 528
2022
Q3 		$23K Hold
2,539
– – ﹤0.01% 552
2022
Q2 		$25K Buy
2,539
+14
+0.6% +$170 ﹤0.01% 534
2022
Q1 		$36K Hold
2,525
– – ﹤0.01% 503
2021
Q4 		$33K Buy
2,525
+12
+0.5% +$161 ﹤0.01% 518
2021
Q3 		$31K Hold
2,513
– – ﹤0.01% 512
2021
Q2 		$39K Buy
+2,513
New +$41.6K 0.01% 502
2020
Q4 		$43K Buy
2,490
+56
+2% +$904 0.01% 432
2020
Q3 		$38K Hold
2,434
– – 0.01% 420
2020
Q2 		$33K Buy
2,434
+4
+0.2% +$45 0.01% 421
2020
Q1 		$19K Hold
2,430
– – ﹤0.01% 464
2019
Q4 		$27K Buy
2,430
+44
+2% +$444 0.01% 394
2019
Q3 		$23K Hold
2,386
– – 0.01% 406
2019
Q2 		$22K Buy
+2,386
New +$20.2K 0.01% 401
2018
Q4 		$20K Buy
2,377
+14
+0.6% +$112 0.01% 367
2018
Q3 		$20K Buy
+2,363
New +$21.3K 0.01% 405

Other funds holding SLVP

FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arax Advisory Partners's SLVP Position: Q1 2024 in Review

Arax Advisory Partners sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q1 2024, closing a stake of 2,511 shares — an estimated $25.6K sold.

Arax Advisory Partners first reported a position in SLVP in Q3 2018 and held it in 20 quarters. The position peaked at $43K in Q4 2020. 48 funds tracked by Wall St. Rank hold SLVP as of Q1 2024.

  • Arax Advisory Partners reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q1 2024 after selling out during the quarter.
  • Arax Advisory Partners sold 2,511 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2024, an estimated $25.6K.
  • Arax Advisory Partners first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2018 and held it in 20 quarters.
  • Arax Advisory Partners's iShares MSCI Global Silver and Metals Miners ETF position peaked at $43K in Q4 2020.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2024.

Based on Arax Advisory Partners's 13F filing for Q1 2024, filed 14 May 2024.