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Keebeck Wealth Management’s iShares Silver Trust SLV Stock Holding History

Keebeck 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
Q1 		– Sell
-1,320
Closed -$22K – 302
2019
Q4 		$22K Buy
+1,320
New +$21.4K 0.01% 260

Other funds holding SLV

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Twin Tree Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keebeck Wealth Management's SLV Position: Q1 2020 in Review

Keebeck Wealth Management sold out of iShares Silver Trust (SLV) in Q1 2020, closing a stake of 1,320 shares — an estimated $22K sold.

Keebeck Wealth Management first reported a position in SLV in Q4 2019 and held it in 1 quarter. The position peaked at $22K in Q4 2019. 446 funds tracked by Wall St. Rank hold SLV as of Q1 2020.

  • Keebeck Wealth Management reported no remaining iShares Silver Trust position as of Q1 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 1,320 iShares Silver Trust shares in Q1 2020, an estimated $22K.
  • Keebeck Wealth Management first reported a position in iShares Silver Trust in Q4 2019 and held it in 1 quarter.
  • Keebeck Wealth Management's iShares Silver Trust position peaked at $22K in Q4 2019.
  • 446 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2020.

Based on Keebeck Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.