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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q3 		– Sell
-40,000
Closed -$969K – 309
2021
Q2 		$969K Buy
+40,000
New +$991K 0.04% 151
2015
Q4 		– Sell
-15,221
Closed -$211K – 120
2015
Q3 		$211K Buy
+15,221
New +$217K 0.04% 108

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SLV Position: Q3 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Silver Trust (SLV) in Q3 2021, closing a stake of 40,000 shares — an estimated $969K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SLV in Q3 2015 and held it in 2 quarters. The position peaked at $969K in Q2 2021. 666 funds tracked by Wall St. Rank hold SLV as of Q3 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Silver Trust position as of Q3 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 40,000 iShares Silver Trust shares in Q3 2021, an estimated $969K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Silver Trust in Q3 2015 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Silver Trust position peaked at $969K in Q2 2021.
  • 666 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.