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Oxler Private Wealth’s iShares Silver Trust SLV Stock Holding History

Oxler Private Wealth’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
2022
Q3 		– Hold
0
– – – 127
2021
Q1 		– Sell
-6,000
Closed -$270K – 195
2020
Q4 		$270K Buy
+6,000
New +$136K 0.15% 89

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oxler Private Wealth's SLV Position: Q3 2022 in Review

Oxler Private Wealth held its iShares Silver Trust (SLV) position steady in Q3 2022 at 0 shares worth $113K. The position accounts for 0.06% of the portfolio, ranked #127.

Oxler Private Wealth first reported a position in SLV in Q4 2020 and has held it in 1 quarter since. The position peaked at $270K in Q4 2020. 666 funds tracked by Wall St. Rank hold SLV as of Q3 2022.

  • Oxler Private Wealth held 0 shares of iShares Silver Trust worth $113K as of Q3 2022.
  • Oxler Private Wealth left its iShares Silver Trust share count unchanged in Q3 2022.
  • iShares Silver Trust made up 0.06% of Oxler Private Wealth's portfolio in Q3 2022, its #127 holding.
  • Oxler Private Wealth first reported a position in iShares Silver Trust in Q4 2020 and has held it in 1 quarter since.
  • Oxler Private Wealth's iShares Silver Trust position peaked at $270K in Q4 2020.
  • 666 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.