Bragg Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Bragg Financial 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
2022 Q2	–	Sell	-12,300	Closed	-$281K	–	315
2022 Q1	$281K	Sell	12,300 -5,000	-29%	-$111K	0.02%	284
2021 Q4	$355K	Hold	17,300	–	–	0.02%	258
2021 Q3	$355K	Hold	17,300	–	–	0.02%	258
2021 Q2	$419K	Hold	17,300	–	–	0.03%	238
2021 Q1	$393K	Hold	17,300	–	–	0.03%	232
2020 Q4	$425K	Hold	17,300	–	–	0.04%	211
2020 Q3	$374K	Hold	17,300	–	–	0.04%	209
2020 Q2	$294K	Buy	17,300 +6,900	+66%	+$105K	0.03%	227
2020 Q1	$136K	Buy	+10,400	New	+$163K	0.02%	252

Other funds holding SLV

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

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Bragg Financial Advisors's SLV Position: Q2 2022 in Review

Bragg Financial Advisors sold out of iShares Silver Trust (SLV) in Q2 2022, closing a stake of 12,300 shares — an estimated $281K sold.

Bragg Financial Advisors first reported a position in SLV in Q1 2020 and held it in 9 quarters. The position peaked at $425K in Q4 2020. 693 funds tracked by Wall St. Rank hold SLV as of Q2 2022.

Bragg Financial Advisors reported no remaining iShares Silver Trust position as of Q2 2022 after selling out during the quarter.
Bragg Financial Advisors sold 12,300 iShares Silver Trust shares in Q2 2022, an estimated $281K.
Bragg Financial Advisors first reported a position in iShares Silver Trust in Q1 2020 and held it in 9 quarters.
Bragg Financial Advisors's iShares Silver Trust position peaked at $425K in Q4 2020.
693 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2022.

Based on Bragg Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.