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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
2020
Q4 		– Sell
-20,000
Closed -$433K – 263
2020
Q3 		$433K Buy
+20,000
New +$455K 0.14% 83

Other funds holding SLV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
Wellington Management Group
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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.