Lake Point Wealth Management’s iShares Silver Trust SLV Stock Holding History

Lake Point 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
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	408
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	405
2021 Q4	$1K	Hold	40	–	–	﹤0.01%	421
2021 Q3	$1K	Hold	40	–	–	﹤0.01%	386
2021 Q2	$1K	Buy	+40	New	+$991	﹤0.01%	396

Other funds holding SLV

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Lake Point Wealth Management's SLV Position: Q2 2022 in Review

Lake Point Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2022 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Lake Point Wealth Management first reported a position in SLV in Q2 2021 and has held it in 5 quarters since. 693 funds tracked by Wall St. Rank hold SLV as of Q2 2022.

Lake Point Wealth Management held 40 shares of iShares Silver Trust worth $1K as of Q2 2022.
Lake Point Wealth Management left its iShares Silver Trust share count unchanged in Q2 2022.
iShares Silver Trust made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #408 holding.
Lake Point Wealth Management first reported a position in iShares Silver Trust in Q2 2021 and has held it in 5 quarters since.
693 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.