Heritage Wealth Management (Arizona)’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-100	Closed	-$1K	–	1100
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	970
2022 Q2	$987	Hold	100	–	–	﹤0.01%	927
2022 Q1	$1K	Buy	+100	New	+$1.32K	﹤0.01%	957
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	869
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	842
2021 Q1	$1K	Buy	+100	New	+$1.61K	﹤0.01%	721

Other funds holding SLVP

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

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

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Heritage Wealth Management (Arizona) first reported a position in SLVP in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q2 2021. 50 funds tracked by Wall St. Rank hold SLVP as of Q4 2022.

Heritage Wealth Management (Arizona) reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 100 iShares MSCI Global Silver and Metals Miners ETF shares in Q4 2022, an estimated $1K.
Heritage Wealth Management (Arizona) first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2021 and held it in 6 quarters.
Heritage Wealth Management (Arizona)'s iShares MSCI Global Silver and Metals Miners ETF position peaked at $2K in Q2 2021.
50 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q4 2022.

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