High Net Worth Advisory Group’s iShares Silver Trust SLV Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-725	Closed	-$16K	–	513
2022 Q4	$16K	Sell	725 -300	-29%	-$5.88K	0.01%	459
2022 Q3	$18K	Hold	1,025	–	–	0.01%	469
2022 Q2	$19K	Hold	1,025	–	–	0.01%	461
2022 Q1	$23K	Hold	1,025	–	–	0.01%	437
2021 Q4	$22K	Buy	+1,025	New	+$22.1K	0.01%	455

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

High Net Worth Advisory Group's SLV Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares Silver Trust (SLV) in Q1 2023, closing a stake of 725 shares — an estimated $16K sold.

High Net Worth Advisory Group first reported a position in SLV in Q4 2021 and held it in 5 quarters. The position peaked at $23K in Q1 2022. 736 funds tracked by Wall St. Rank hold SLV as of Q1 2023.

High Net Worth Advisory Group reported no remaining iShares Silver Trust position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 725 iShares Silver Trust shares in Q1 2023, an estimated $16K.
High Net Worth Advisory Group first reported a position in iShares Silver Trust in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's iShares Silver Trust position peaked at $23K in Q1 2022.
736 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.