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Disciplined Investments’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Disciplined Investments’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
-710
Closed -$13K – 1688
2022
Q3 		$13K Hold
710
– – 0.01% 348
2022
Q2 		$14K Hold
710
– – 0.01% 357
2022
Q1 		$17K Buy
+710
New +$16.4K 0.01% 349

Other funds holding SIVR

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
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

Disciplined Investments's SIVR Position: Q4 2022 in Review

Disciplined Investments sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2022, closing a stake of 710 shares — an estimated $13K sold.

Disciplined Investments first reported a position in SIVR in Q1 2022 and held it in 3 quarters. The position peaked at $17K in Q1 2022. 149 funds tracked by Wall St. Rank hold SIVR as of Q4 2022.

  • Disciplined Investments reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2022 after selling out during the quarter.
  • Disciplined Investments sold 710 abrdn Physical Silver Shares ETF shares in Q4 2022, an estimated $13K.
  • Disciplined Investments first reported a position in abrdn Physical Silver Shares ETF in Q1 2022 and held it in 3 quarters.
  • Disciplined Investments's abrdn Physical Silver Shares ETF position peaked at $17K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.