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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $24.6M AUM 3.66% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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.