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OLIO Financial Planning’s Sprott Physical Silver Trust PSLV Stock Holding History

OLIO Financial Planning’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
2022
Q2 		– Sell
-11,902
Closed -$104K – 45
2022
Q1 		$104K Hold
11,902
– – 0.06% 47
2021
Q4 		$95K Buy
+11,902
New +$96.9K 0.06% 41

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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $24.6M AUM 3.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

OLIO Financial Planning's PSLV Position: Q2 2022 in Review

OLIO Financial Planning sold out of Sprott Physical Silver Trust (PSLV) in Q2 2022, closing a stake of 11,902 shares — an estimated $104K sold.

OLIO Financial Planning first reported a position in PSLV in Q4 2021 and held it in 2 quarters. The position peaked at $104K in Q1 2022. 281 funds tracked by Wall St. Rank hold PSLV as of Q2 2022.

  • OLIO Financial Planning reported no remaining Sprott Physical Silver Trust position as of Q2 2022 after selling out during the quarter.
  • OLIO Financial Planning sold 11,902 Sprott Physical Silver Trust shares in Q2 2022, an estimated $104K.
  • OLIO Financial Planning first reported a position in Sprott Physical Silver Trust in Q4 2021 and held it in 2 quarters.
  • OLIO Financial Planning's Sprott Physical Silver Trust position peaked at $104K in Q1 2022.
  • 281 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2022.

Based on OLIO Financial Planning's 13F filing for Q2 2022, filed 15 Jul 2022.