Clearview Wealth Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Clearview Wealth Advisors’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-200	Closed	-$4K	–	651
2022 Q3	$4K	Sell	200 -885	-82%	-$16.4K	﹤0.01%	440
2022 Q2	$21K	Hold	1,085	–	–	0.02%	274
2022 Q1	$26K	Hold	1,085	–	–	0.02%	265
2021 Q4	$24K	Hold	1,085	–	–	0.01%	309
2021 Q3	$23K	Hold	1,085	–	–	0.01%	319
2021 Q2	$27K	Hold	1,085	–	–	0.02%	306
2021 Q1	$26K	Buy	1,085 +200	+23%	+$5.07K	0.02%	303
2020 Q4	$23K	Buy	+885	New	+$20.9K	0.02%	290

Other funds holding SIVR

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Clearview Wealth Advisors's SIVR Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2022, closing a stake of 200 shares — an estimated $4K sold.

Clearview Wealth Advisors first reported a position in SIVR in Q4 2020 and held it in 8 quarters. The position peaked at $27K in Q2 2021. 149 funds tracked by Wall St. Rank hold SIVR as of Q4 2022.

Clearview Wealth Advisors reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 200 abrdn Physical Silver Shares ETF shares in Q4 2022, an estimated $4K.
Clearview Wealth Advisors first reported a position in abrdn Physical Silver Shares ETF in Q4 2020 and held it in 8 quarters.
Clearview Wealth Advisors's abrdn Physical Silver Shares ETF position peaked at $27K in Q2 2021.
149 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.