Heritage Wealth Management (Arizona)’s Global X Silver Miners ETF NEW SIL Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SIL Stock Details SIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$133K	Buy	4,708 +2,354	+100%	+$63.2K	0.02%	379
2022 Q3	$57K	Buy	2,354 +187	+9%	+$4.59K	0.02%	386
2022 Q2	$56.1K	Hold	2,167	–	–	0.02%	399
2022 Q1	$79K	Buy	+2,167	New	+$76.8K	0.02%	401
2021 Q3	$76K	Sell	2,167 -80	-4%	-$3.18K	0.03%	388
2021 Q2	$96K	Hold	2,247	–	–	0.04%	343
2021 Q1	$90K	Buy	+2,247	New	+$97K	0.05%	263

Other funds holding SIL

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DPRC

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SIL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Global X Silver Miners ETF NEW (SIL) stake by 100% in Q4 2022, buying an estimated $63.2K and bringing the position to 4,708 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #379.

Heritage Wealth Management (Arizona) first reported a position in SIL in Q1 2021 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold SIL as of Q4 2022.

Heritage Wealth Management (Arizona) held 4,708 shares of Global X Silver Miners ETF NEW worth $133K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,354 Global X Silver Miners ETF NEW shares in Q4 2022, an estimated $63.2K.
Global X Silver Miners ETF NEW made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #379 holding.
Heritage Wealth Management (Arizona) first reported a position in Global X Silver Miners ETF NEW in Q1 2021 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held Global X Silver Miners ETF NEW as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.