Phoenix Wealth Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Phoenix Wealth Advisors’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-145	Closed	-$3K	–	319
2021 Q3	$3K	Sell	145 -31	-18%	-$726	﹤0.01%	354
2021 Q2	$4K	Hold	176	–	–	﹤0.01%	336
2021 Q1	$4K	Sell	176 -3,034	-95%	-$76.8K	﹤0.01%	332
2020 Q4	$82K	Buy	+3,210	New	+$75.9K	0.06%	158

Other funds holding SIVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Phoenix Wealth Advisors's SIVR Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2021, closing a stake of 145 shares — an estimated $3K sold.

Phoenix Wealth Advisors first reported a position in SIVR in Q4 2020 and held it in 4 quarters. The position peaked at $82K in Q4 2020. 130 funds tracked by Wall St. Rank hold SIVR as of Q4 2021.

Phoenix Wealth Advisors reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 145 abrdn Physical Silver Shares ETF shares in Q4 2021, an estimated $3K.
Phoenix Wealth Advisors first reported a position in abrdn Physical Silver Shares ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's abrdn Physical Silver Shares ETF position peaked at $82K in Q4 2020.
130 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.