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Elm Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Elm Advisors’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
2021
Q1 		– Sell
-1,445
Closed -$37K – 220
2020
Q4 		$37K Buy
+1,445
New +$34.2K 0.02% 178

Other funds holding SIVR

PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elm Advisors's SIVR Position: Q1 2021 in Review

Elm Advisors sold out of abrdn Physical Silver Shares ETF (SIVR) in Q1 2021, closing a stake of 1,445 shares — an estimated $37K sold.

Elm Advisors first reported a position in SIVR in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 109 funds tracked by Wall St. Rank hold SIVR as of Q1 2021.

  • Elm Advisors reported no remaining abrdn Physical Silver Shares ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 1,445 abrdn Physical Silver Shares ETF shares in Q1 2021, an estimated $37K.
  • Elm Advisors first reported a position in abrdn Physical Silver Shares ETF in Q4 2020 and held it in 1 quarter.
  • Elm Advisors's abrdn Physical Silver Shares ETF position peaked at $37K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.