BerganKDV Wealth Management’s SilverCrest Metals Inc. Common Shares SILV Stock Holding History

BerganKDV Wealth Management’s Portfolio SILV Stock Details SILV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,000	Closed	-$21.4K	–	1095
2023 Q1	$21.4K	Hold	3,000	–	–	﹤0.01%	511
2022 Q4	$18K	Hold	3,000	–	–	﹤0.01%	507
2022 Q3	$17K	Buy	3,000 +1,000	+50%	+$5.91K	﹤0.01%	509
2022 Q2	$12K	Hold	2,000	–	–	﹤0.01%	570
2022 Q1	$18K	Buy	2,000 +1,339	+203%	+$11.3K	﹤0.01%	530
2021 Q4	$5K	Sell	661 -2,340	-78%	-$19K	﹤0.01%	793
2021 Q3	$21K	Sell	3,001 -2,499	-45%	-$19.7K	﹤0.01%	524
2021 Q2	$48K	Hold	5,500	–	–	0.01%	394
2021 Q1	$44K	Buy	5,500 +2,100	+62%	+$19.2K	0.01%	386
2020 Q4	$38K	Buy	3,400 +1,000	+42%	+$9.39K	0.01%	386
2020 Q3	$20K	Buy	2,400 +900	+60%	+$8.52K	﹤0.01%	430
2020 Q2	$14K	Buy	1,500 +600	+67%	+$4.51K	﹤0.01%	498
2020 Q1	$5K	Buy	+900	New	+$5.69K	﹤0.01%	591

Other funds holding SILV

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

BerganKDV Wealth Management's SILV Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of SilverCrest Metals Inc. Common Shares (SILV) in Q2 2023, closing a stake of 3,000 shares — an estimated $21.4K sold.

BerganKDV Wealth Management first reported a position in SILV in Q1 2020 and held it in 13 quarters. The position peaked at $48K in Q2 2021. 134 funds tracked by Wall St. Rank hold SILV as of Q2 2023.

BerganKDV Wealth Management reported no remaining SilverCrest Metals Inc. Common Shares position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 3,000 SilverCrest Metals Inc. Common Shares shares in Q2 2023, an estimated $21.4K.
BerganKDV Wealth Management first reported a position in SilverCrest Metals Inc. Common Shares in Q1 2020 and held it in 13 quarters.
BerganKDV Wealth Management's SilverCrest Metals Inc. Common Shares position peaked at $48K in Q2 2021.
134 funds tracked by Wall St. Rank held SilverCrest Metals Inc. Common Shares as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.