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Financial Synergies Wealth Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,300
Closed -$88K – 493
2022
Q3 		$88K Sell
13,300
-4,750
-26% -$31.5K 0.02% 85
2022
Q2 		$125K Buy
+18,050
New +$141K 0.02% 76

Other funds holding PSLV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Polar Asset Management Partners
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $24.6M AUM 3.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return

Financial Synergies Wealth Advisors's PSLV Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Sprott Physical Silver Trust (PSLV) in Q4 2022, closing a stake of 13,300 shares — an estimated $88K sold.

Financial Synergies Wealth Advisors first reported a position in PSLV in Q2 2022 and held it in 2 quarters. The position peaked at $125K in Q2 2022. 307 funds tracked by Wall St. Rank hold PSLV as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Sprott Physical Silver Trust position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 13,300 Sprott Physical Silver Trust shares in Q4 2022, an estimated $88K.
  • Financial Synergies Wealth Advisors first reported a position in Sprott Physical Silver Trust in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Sprott Physical Silver Trust position peaked at $125K in Q2 2022.
  • 307 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.