Foster Victor Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Foster Victor Wealth Advisors’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
2023 Q3	–	Sell	-17,150	Closed	-$364K	–	173
2023 Q2	$364K	Buy	17,150 +2,000	+13%	+$44.5K	0.04%	118
2023 Q1	$348K	Buy	+15,150	New	+$314K	0.04%	121
2019 Q4	–	Sell	-9,076	Closed	-$148K	–	119
2019 Q3	$148K	Hold	9,076	–	–	0.08%	90
2019 Q2	$128K	Sell	9,076 -1,000	-10%	-$14K	0.09%	95
2019 Q1	$143K	Hold	10,076	–	–	0.11%	89
2018 Q4	$146K	Buy	+10,076	New	+$138K	0.14%	79

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Foster Victor Wealth Advisors's SLV Position: Q3 2023 in Review

Foster Victor Wealth Advisors sold out of iShares Silver Trust (SLV) in Q3 2023, closing a stake of 17,150 shares — an estimated $364K sold.

Foster Victor Wealth Advisors first reported a position in SLV in Q4 2018 and held it in 6 quarters. The position peaked at $364K in Q2 2023. 739 funds tracked by Wall St. Rank hold SLV as of Q3 2023.

Foster Victor Wealth Advisors reported no remaining iShares Silver Trust position as of Q3 2023 after selling out during the quarter.
Foster Victor Wealth Advisors sold 17,150 iShares Silver Trust shares in Q3 2023, an estimated $364K.
Foster Victor Wealth Advisors first reported a position in iShares Silver Trust in Q4 2018 and held it in 6 quarters.
Foster Victor Wealth Advisors's iShares Silver Trust position peaked at $364K in Q2 2023.
739 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2023.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.