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Cypress Point Wealth Management’s iShares Silver Trust SLV Stock Holding History

Cypress Point Wealth Management’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
-225
Closed -$5K – 212
2021
Q2 		$5K Buy
+225
New +$5.57K ﹤0.01% 169

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

Cypress Point Wealth Management's SLV Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of iShares Silver Trust (SLV) in Q3 2021, closing a stake of 225 shares — an estimated $5K sold.

Cypress Point Wealth Management first reported a position in SLV in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 666 funds tracked by Wall St. Rank hold SLV as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining iShares Silver Trust position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 225 iShares Silver Trust shares in Q3 2021, an estimated $5K.
  • Cypress Point Wealth Management first reported a position in iShares Silver Trust in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's iShares Silver Trust position peaked at $5K in Q2 2021.
  • 666 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.