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

Fortis Group 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
2024
Q1 		– Sell
-10,233
Closed -$236K – 529
2023
Q4 		$236K Hold
10,233
– – 0.06% 118
2023
Q3 		$236K Buy
+10,233
New +$231K 0.07% 111
2023
Q2 		– Sell
-10,233
Closed -$246K – 138
2023
Q1 		$246K Buy
+10,233
New +$221K 0.07% 110

Other funds holding SIVR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortis Group Advisors's SIVR Position: Q1 2024 in Review

Fortis Group Advisors sold out of abrdn Physical Silver Shares ETF (SIVR) in Q1 2024, closing a stake of 10,233 shares — an estimated $236K sold.

Fortis Group Advisors first reported a position in SIVR in Q1 2023 and held it in 3 quarters. The position peaked at $246K in Q1 2023. 163 funds tracked by Wall St. Rank hold SIVR as of Q1 2024.

  • Fortis Group Advisors reported no remaining abrdn Physical Silver Shares ETF position as of Q1 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 10,233 abrdn Physical Silver Shares ETF shares in Q1 2024, an estimated $236K.
  • Fortis Group Advisors first reported a position in abrdn Physical Silver Shares ETF in Q1 2023 and held it in 3 quarters.
  • Fortis Group Advisors's abrdn Physical Silver Shares ETF position peaked at $246K in Q1 2023.
  • 163 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2024.

Based on Fortis Group Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.