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Concorde Asset Management’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Concorde Asset Management’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
2023
Q4 		– Sell
-12,814
Closed -$110K – 172
2023
Q3 		$110K Buy
+12,814
New +$123K 0.1% 138

Other funds holding SLVP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Concorde Asset Management's SLVP Position: Q4 2023 in Review

Concorde Asset Management sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q4 2023, closing a stake of 12,814 shares — an estimated $110K sold.

Concorde Asset Management first reported a position in SLVP in Q3 2023 and held it in 1 quarter. The position peaked at $110K in Q3 2023. 58 funds tracked by Wall St. Rank hold SLVP as of Q4 2023.

  • Concorde Asset Management reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q4 2023 after selling out during the quarter.
  • Concorde Asset Management sold 12,814 iShares MSCI Global Silver and Metals Miners ETF shares in Q4 2023, an estimated $110K.
  • Concorde Asset Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2023 and held it in 1 quarter.
  • Concorde Asset Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $110K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q4 2023.

Based on Concorde Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.