KIG
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Kowal Investment Group’s iShares Silver Trust SLV Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-2,438
Closed -$50K – 798
2021
Q3 		$50K Buy
+2,438
New +$54.8K 0.02% 245

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Kowal Investment Group's SLV Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares Silver Trust (SLV) in Q4 2021, closing a stake of 2,438 shares — an estimated $50K sold.

Kowal Investment Group first reported a position in SLV in Q3 2021 and held it in 1 quarter. The position peaked at $50K in Q3 2021. 718 funds tracked by Wall St. Rank hold SLV as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares Silver Trust position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 2,438 iShares Silver Trust shares in Q4 2021, an estimated $50K.
  • Kowal Investment Group first reported a position in iShares Silver Trust in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares Silver Trust position peaked at $50K in Q3 2021.
  • 718 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.