Lehman & Derafelo Financial Resources’s iShares Silver Trust SLV Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$1.63M	Hold	73,820	–	–	0.48%	31
2022 Q3	$1.29M	Buy	73,820 +2,500	+4%	+$44.3K	0.41%	35
2022 Q2	$1.33M	Sell	71,320 -350	-0.5%	-$7.3K	0.41%	35
2022 Q1	$1.64M	Hold	71,670	–	–	0.46%	37
2021 Q4	$1.54M	Hold	71,670	–	–	0.47%	36
2021 Q3	$1.47M	Sell	71,670 -2,000	-3%	-$45K	0.48%	35
2021 Q2	$1.78M	Hold	73,670	–	–	0.49%	32
2021 Q1	$1.67M	Buy	73,670 +4,150	+6%	+$101K	0.47%	33
2020 Q4	$1.71M	Buy	69,520 +2,000	+3%	+$45.5K	0.51%	34
2020 Q3	$1.46M	Buy	67,520 +1,250	+2%	+$28.4K	0.46%	36
2020 Q2	$1.13M	Hold	66,270	–	–	0.39%	49
2020 Q1	$865K	Buy	66,270 +770	+1%	+$12.1K	0.36%	45
2019 Q4	$1.09M	Hold	65,500	–	–	0.39%	44
2019 Q3	$1.04M	Hold	65,500	–	–	0.4%	43
2019 Q2	$921K	Hold	65,500	–	–	0.38%	42
2019 Q1	$929K	Hold	65,500	–	–	0.4%	40
2018 Q4	$951K	Buy	+65,500	New	+$895K	0.47%	36

Other funds holding SLV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DPRC

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

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

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

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

Lehman & Derafelo Financial Resources's SLV Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its iShares Silver Trust (SLV) position steady in Q4 2022 at 73,820 shares worth $1.63M. The position accounts for 0.48% of the portfolio, ranked #31.

Lehman & Derafelo Financial Resources first reported a position in SLV in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.78M in Q2 2021. 737 funds tracked by Wall St. Rank hold SLV as of Q4 2022.

Lehman & Derafelo Financial Resources held 73,820 shares of iShares Silver Trust worth $1.63M as of Q4 2022.
Lehman & Derafelo Financial Resources left its iShares Silver Trust share count unchanged in Q4 2022.
iShares Silver Trust made up 0.48% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #31 holding.
Lehman & Derafelo Financial Resources first reported a position in iShares Silver Trust in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's iShares Silver Trust position peaked at $1.78M in Q2 2021.
737 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.