Koesten Hirschmann & Crabtree’s iShares Silver Trust SLV Stock Holding History

Koesten Hirschmann & Crabtree’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 Q4	–	Sell	-365	Closed	-$7.42K	–	197
2023 Q3	$7.42K	Hold	365	–	–	0.01%	118
2023 Q2	$7.63K	Hold	365	–	–	0.01%	109
2023 Q1	$8.07K	Hold	365	–	–	0.01%	118
2022 Q4	$8.04K	Buy	+365	New	+$7.15K	0.01%	107

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SLV Position: Q4 2023 in Review

Koesten Hirschmann & Crabtree sold out of iShares Silver Trust (SLV) in Q4 2023, closing a stake of 365 shares — an estimated $7.42K sold.

Koesten Hirschmann & Crabtree first reported a position in SLV in Q4 2022 and held it in 4 quarters. The position peaked at $8.07K in Q1 2023. 769 funds tracked by Wall St. Rank hold SLV as of Q4 2023.

Koesten Hirschmann & Crabtree reported no remaining iShares Silver Trust position as of Q4 2023 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 365 iShares Silver Trust shares in Q4 2023, an estimated $7.42K.
Koesten Hirschmann & Crabtree first reported a position in iShares Silver Trust in Q4 2022 and held it in 4 quarters.
Koesten Hirschmann & Crabtree's iShares Silver Trust position peaked at $8.07K in Q1 2023.
769 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2023, filed 14 Feb 2024.