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NewSquare Capital’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

NewSquare Capital’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-140
Closed -$1.35K – 859
2023
Q2 		$1.35K Hold
140
– – ﹤0.01% 570
2023
Q1 		$1.6K Hold
140
– – ﹤0.01% 593
2022
Q4 		$1.47K Buy
+140
New +$1.41K ﹤0.01% 527

Other funds holding SLVP

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 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
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital's SLVP Position: Q3 2023 in Review

NewSquare Capital sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q3 2023, closing a stake of 140 shares — an estimated $1.35K sold.

NewSquare Capital first reported a position in SLVP in Q4 2022 and held it in 3 quarters. The position peaked at $1.6K in Q1 2023. 49 funds tracked by Wall St. Rank hold SLVP as of Q3 2023.

  • NewSquare Capital reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 140 iShares MSCI Global Silver and Metals Miners ETF shares in Q3 2023, an estimated $1.35K.
  • NewSquare Capital first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2022 and held it in 3 quarters.
  • NewSquare Capital's iShares MSCI Global Silver and Metals Miners ETF position peaked at $1.6K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.