LWM
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Liberty Wealth Management’s Sprott Physical Silver Trust PSLV Stock Holding History

Liberty Wealth Management’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,700
Closed -$39K – 1047
2020
Q3 		$39K Hold
4,700
– – 0.02% 272
2020
Q2 		$31K Hold
4,700
– – 0.02% 311
2020
Q1 		$25K Buy
+4,700
New +$28.9K 0.02% 320

Other funds holding PSLV

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Liberty Wealth Management's PSLV Position: Q4 2020 in Review

Liberty Wealth Management sold out of Sprott Physical Silver Trust (PSLV) in Q4 2020, closing a stake of 4,700 shares — an estimated $39K sold.

Liberty Wealth Management first reported a position in PSLV in Q1 2020 and held it in 3 quarters. The position peaked at $39K in Q3 2020. 186 funds tracked by Wall St. Rank hold PSLV as of Q4 2020.

  • Liberty Wealth Management reported no remaining Sprott Physical Silver Trust position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 4,700 Sprott Physical Silver Trust shares in Q4 2020, an estimated $39K.
  • Liberty Wealth Management first reported a position in Sprott Physical Silver Trust in Q1 2020 and held it in 3 quarters.
  • Liberty Wealth Management's Sprott Physical Silver Trust position peaked at $39K in Q3 2020.
  • 186 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.