Beaird Harris Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Beaird Harris Wealth Management’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-70	Closed	-$1.67K	–	784
2024 Q1	$1.67K	Buy	+70	New	+$1.56K	﹤0.01%	492
2023 Q1	–	Sell	-1,485	Closed	-$34.1K	–	707
2022 Q4	$34.1K	Sell	1,485 -1,500	-50%	-$30.7K	0.01%	203
2022 Q3	$55K	Buy	+2,985	New	+$55.2K	0.01%	158

Other funds holding SIVR

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Beaird Harris Wealth Management's SIVR Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of abrdn Physical Silver Shares ETF (SIVR) in Q2 2024, closing a stake of 70 shares — an estimated $1.67K sold.

Beaird Harris Wealth Management first reported a position in SIVR in Q3 2022 and held it in 3 quarters. The position peaked at $55K in Q3 2022. 190 funds tracked by Wall St. Rank hold SIVR as of Q2 2024.

Beaird Harris Wealth Management reported no remaining abrdn Physical Silver Shares ETF position as of Q2 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 70 abrdn Physical Silver Shares ETF shares in Q2 2024, an estimated $1.67K.
Beaird Harris Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q3 2022 and held it in 3 quarters.
Beaird Harris Wealth Management's abrdn Physical Silver Shares ETF position peaked at $55K in Q3 2022.
190 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.