CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,000
Closed -$30K – 3741
2022
Q2 		$30K Hold
3,000
– – ﹤0.01% 3128
2022
Q1 		$43K Buy
+3,000
New +$39.5K ﹤0.01% 2904

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Creative Planning
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IWM
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VWA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAPTRUST Financial Advisors's SLVP Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q3 2022, closing a stake of 3,000 shares — an estimated $30K sold.

CAPTRUST Financial Advisors first reported a position in SLVP in Q1 2022 and held it in 2 quarters. The position peaked at $43K in Q1 2022. 46 funds tracked by Wall St. Rank hold SLVP as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,000 iShares MSCI Global Silver and Metals Miners ETF shares in Q3 2022, an estimated $30K.
  • CAPTRUST Financial Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $43K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.