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Capital Directions Investment Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

Capital Directions Investment Advisors’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$5.04K Buy
+612
New +$4.47K ﹤0.01% 223
2022
Q3 		– Sell
-612
Closed -$4.06K – 208
2022
Q2 		$4K Hold
612
– – ﹤0.01% 237
2022
Q1 		$5K Buy
+612
New +$5.12K ﹤0.01% 251

Other funds holding PSLV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Capital Directions Investment Advisors's PSLV Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Sprott Physical Silver Trust (PSLV) in Q4 2022: 612 shares worth $5.04K. The stake represents ﹤0.01% of the portfolio and ranks #223 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in PSLV as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in PSLV in Q1 2022 and has held it in 3 quarters since. 306 funds tracked by Wall St. Rank hold PSLV as of Q4 2022.

  • Capital Directions Investment Advisors held 612 shares of Sprott Physical Silver Trust worth $5.04K as of Q4 2022.
  • Sprott Physical Silver Trust was a new Capital Directions Investment Advisors position in Q4 2022.
  • Sprott Physical Silver Trust made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #223 holding.
  • Capital Directions Investment Advisors first reported a position in Sprott Physical Silver Trust in Q1 2022 and has held it in 3 quarters since.
  • 306 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.