Freedman Financial Associates’s iShares Silver Trust SLV Stock Holding History

Freedman Financial Associates’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
2021 Q4	–	Sell	-300	Closed	-$6K	–	485
2021 Q3	$6K	Hold	300	–	–	﹤0.01%	390
2021 Q2	$7K	Sell	300 -1,700	-85%	-$42.1K	0.01%	378
2021 Q1	$45K	Hold	2,000	–	–	0.04%	208
2020 Q4	$49K	Buy	+2,000	New	+$45.5K	0.04%	187

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Freedman Financial Associates's SLV Position: Q4 2021 in Review

Freedman Financial Associates sold out of iShares Silver Trust (SLV) in Q4 2021, closing a stake of 300 shares — an estimated $6K sold.

Freedman Financial Associates first reported a position in SLV in Q4 2020 and held it in 4 quarters. The position peaked at $49K in Q4 2020. 718 funds tracked by Wall St. Rank hold SLV as of Q4 2021.

Freedman Financial Associates reported no remaining iShares Silver Trust position as of Q4 2021 after selling out during the quarter.
Freedman Financial Associates sold 300 iShares Silver Trust shares in Q4 2021, an estimated $6K.
Freedman Financial Associates first reported a position in iShares Silver Trust in Q4 2020 and held it in 4 quarters.
Freedman Financial Associates's iShares Silver Trust position peaked at $49K in Q4 2020.
718 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2021.

Based on Freedman Financial Associates's 13F filing for Q4 2021, filed 14 Jan 2022.