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Atlas Capital Advisors’s iShares Silver Trust SLV Stock Holding History

Atlas Capital 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
2023
Q3 		– Sell
-8,343
Closed -$174K – 915
2023
Q2 		$174K Hold
8,343
– – 0.03% 388
2023
Q1 		$185K Buy
+8,343
New +$173K 0.03% 369

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlas Capital Advisors's SLV Position: Q3 2023 in Review

Atlas Capital Advisors sold out of iShares Silver Trust (SLV) in Q3 2023, closing a stake of 8,343 shares — an estimated $174K sold.

Atlas Capital Advisors first reported a position in SLV in Q1 2023 and held it in 2 quarters. The position peaked at $185K in Q1 2023. 740 funds tracked by Wall St. Rank hold SLV as of Q3 2023.

  • Atlas Capital Advisors reported no remaining iShares Silver Trust position as of Q3 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 8,343 iShares Silver Trust shares in Q3 2023, an estimated $174K.
  • Atlas Capital Advisors first reported a position in iShares Silver Trust in Q1 2023 and held it in 2 quarters.
  • Atlas Capital Advisors's iShares Silver Trust position peaked at $185K in Q1 2023.
  • 740 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2023.

Based on Atlas Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.