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Northwest Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Northwest Financial Advisors’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
2024
Q1 		– Sell
-200
Closed -$4.36K – 446
2023
Q4 		$4.36K Buy
+200
New +$4.26K ﹤0.01% 444

Other funds holding SLV

Jane Street
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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
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwest Financial Advisors's SLV Position: Q1 2024 in Review

Northwest Financial Advisors sold out of iShares Silver Trust (SLV) in Q1 2024, closing a stake of 200 shares — an estimated $4.36K sold.

Northwest Financial Advisors first reported a position in SLV in Q4 2023 and held it in 1 quarter. The position peaked at $4.36K in Q4 2023. 788 funds tracked by Wall St. Rank hold SLV as of Q1 2024.

  • Northwest Financial Advisors reported no remaining iShares Silver Trust position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 200 iShares Silver Trust shares in Q1 2024, an estimated $4.36K.
  • Northwest Financial Advisors first reported a position in iShares Silver Trust in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's iShares Silver Trust position peaked at $4.36K in Q4 2023.
  • 788 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.