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Jeppson Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Jeppson Wealth Management’s Portfolio SIVR Stock Details SIVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,100
Closed -$47K – 383
2020
Q3 		$47K Buy
+2,100
New +$49.6K 0.04% 227

Other funds holding SIVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Jeppson Wealth Management's SIVR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2020, closing a stake of 2,100 shares — an estimated $47K sold.

Jeppson Wealth Management first reported a position in SIVR in Q3 2020 and held it in 1 quarter. The position peaked at $47K in Q3 2020. 98 funds tracked by Wall St. Rank hold SIVR as of Q4 2020.

  • Jeppson Wealth Management reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 2,100 abrdn Physical Silver Shares ETF shares in Q4 2020, an estimated $47K.
  • Jeppson Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's abrdn Physical Silver Shares ETF position peaked at $47K in Q3 2020.
  • 98 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.