Clearview Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Clearview 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
2023 Q3	–	Sell	-1,224	Closed	-$25.6K	–	541
2023 Q2	$25.6K	Hold	1,224	–	–	0.03%	246
2023 Q1	$27.1K	Hold	1,224	–	–	0.03%	241
2022 Q4	$27K	Sell	1,224 -15	-1%	-$294	0.02%	214
2022 Q3	$22K	Hold	1,239	–	–	0.02%	247
2022 Q2	$23K	Buy	1,239 +15	+1%	+$313	0.02%	265
2022 Q1	$28K	Hold	1,224	–	–	0.02%	257
2021 Q4	$26K	Hold	1,224	–	–	0.02%	303
2021 Q3	$25K	Buy	1,224 +113	+10%	+$2.54K	0.02%	309
2021 Q2	$27K	Hold	1,111	–	–	0.02%	307
2021 Q1	$25K	Hold	1,111	–	–	0.02%	313
2020 Q4	$27K	Buy	+1,111	New	+$25.3K	0.02%	271

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

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

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

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Clearview Wealth Advisors's SLV Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Silver Trust (SLV) in Q3 2023, closing a stake of 1,224 shares — an estimated $25.6K sold.

Clearview Wealth Advisors first reported a position in SLV in Q4 2020 and held it in 11 quarters. The position peaked at $28K in Q1 2022. 740 funds tracked by Wall St. Rank hold SLV as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Silver Trust position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,224 iShares Silver Trust shares in Q3 2023, an estimated $25.6K.
Clearview Wealth Advisors first reported a position in iShares Silver Trust in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares Silver Trust position peaked at $28K in Q1 2022.
740 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.