Atlas Private Wealth Management’s iShares Silver Trust SLV Stock Holding History

Atlas Private 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 Q2	–	Sell	-1,585	Closed	-$36K	–	329
2021 Q1	$36K	Hold	1,585	–	–	0.02%	214
2020 Q4	$39K	Hold	1,585	–	–	0.03%	214
2020 Q3	$34K	Hold	1,585	–	–	0.03%	211
2020 Q2	$27K	Hold	1,585	–	–	0.02%	240
2020 Q1	$21K	Hold	1,585	–	–	0.02%	248
2019 Q4	$26K	Buy	+1,585	New	+$25.7K	0.02%	264

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baymount Management Miami, Florida $96.1M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Atlas Private Wealth Management's SLV Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2021, closing a stake of 1,585 shares — an estimated $36K sold.

Atlas Private Wealth Management first reported a position in SLV in Q4 2019 and held it in 6 quarters. The position peaked at $39K in Q4 2020. 743 funds tracked by Wall St. Rank hold SLV as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares Silver Trust position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,585 iShares Silver Trust shares in Q2 2021, an estimated $36K.
Atlas Private Wealth Management first reported a position in iShares Silver Trust in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares Silver Trust position peaked at $39K in Q4 2020.
743 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.