AWA
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ARS Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

ARS 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
2020
Q4 		– Sell
-10,935
Closed -$237K – 125
2020
Q3 		$237K Buy
+10,935
New +$249K 0.07% 93

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $24.6M AUM 3.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

ARS Wealth Advisors's SLV Position: Q4 2020 in Review

ARS Wealth Advisors sold out of iShares Silver Trust (SLV) in Q4 2020, closing a stake of 10,935 shares — an estimated $237K sold.

ARS Wealth Advisors first reported a position in SLV in Q3 2020 and held it in 1 quarter. The position peaked at $237K in Q3 2020. 690 funds tracked by Wall St. Rank hold SLV as of Q4 2020.

  • ARS Wealth Advisors reported no remaining iShares Silver Trust position as of Q4 2020 after selling out during the quarter.
  • ARS Wealth Advisors sold 10,935 iShares Silver Trust shares in Q4 2020, an estimated $237K.
  • ARS Wealth Advisors first reported a position in iShares Silver Trust in Q3 2020 and held it in 1 quarter.
  • ARS Wealth Advisors's iShares Silver Trust position peaked at $237K in Q3 2020.
  • 690 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2020.

Based on ARS Wealth Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.