HC Financial Advisors’s iShares Silver Trust SLV Stock Holding History

HC Financial 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
2022 Q2	–	Sell	-581	Closed	-$13K	–	359
2022 Q1	$13K	Hold	581	–	–	0.01%	219
2021 Q4	$12K	Hold	581	–	–	0.01%	239
2021 Q3	$12K	Buy	+581	New	+$13.1K	0.01%	231

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

DPRC

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

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

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

HC Financial Advisors's SLV Position: Q2 2022 in Review

HC Financial Advisors sold out of iShares Silver Trust (SLV) in Q2 2022, closing a stake of 581 shares — an estimated $13K sold.

HC Financial Advisors first reported a position in SLV in Q3 2021 and held it in 3 quarters. The position peaked at $13K in Q1 2022. 693 funds tracked by Wall St. Rank hold SLV as of Q2 2022.

HC Financial Advisors reported no remaining iShares Silver Trust position as of Q2 2022 after selling out during the quarter.
HC Financial Advisors sold 581 iShares Silver Trust shares in Q2 2022, an estimated $13K.
HC Financial Advisors first reported a position in iShares Silver Trust in Q3 2021 and held it in 3 quarters.
HC Financial Advisors's iShares Silver Trust position peaked at $13K in Q1 2022.
693 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.