JWM
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Jeppson Wealth Management’s iShares Silver Trust SLV Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-200
Closed -$4K – 389
2020
Q3 		$4K Buy
+200
New +$4.55K ﹤0.01% 460

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Jane Street
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

Jeppson Wealth Management sold out of iShares Silver Trust (SLV) in Q4 2020, closing a stake of 200 shares — an estimated $4K sold.

Jeppson Wealth Management first reported a position in SLV in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 689 funds tracked by Wall St. Rank hold SLV as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares Silver Trust position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 200 iShares Silver Trust shares in Q4 2020, an estimated $4K.
  • Jeppson Wealth Management first reported a position in iShares Silver Trust in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares Silver Trust position peaked at $4K in Q3 2020.
  • 689 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2020.

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