Harvest Group Wealth Management’s iShares Silver Trust SLV Stock Holding History

Harvest Group Wealth Management’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 Q1	–	Sell	-411	Closed	-$10K	–	605
2020 Q4	$10K	Buy	411 +81	+25%	+$1.84K	0.01%	230
2020 Q3	$7K	Buy	+330	New	+$7.5K	﹤0.01%	244

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $24.6M AUM 3.66% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

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

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

Harvest Group Wealth Management's SLV Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of iShares Silver Trust (SLV) in Q1 2021, closing a stake of 411 shares — an estimated $10K sold.

Harvest Group Wealth Management first reported a position in SLV in Q3 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 715 funds tracked by Wall St. Rank hold SLV as of Q1 2021.

Harvest Group Wealth Management reported no remaining iShares Silver Trust position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 411 iShares Silver Trust shares in Q1 2021, an estimated $10K.
Harvest Group Wealth Management first reported a position in iShares Silver Trust in Q3 2020 and held it in 2 quarters.
Harvest Group Wealth Management's iShares Silver Trust position peaked at $10K in Q4 2020.
715 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.