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Retirement Group’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Retirement Group’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
2024
Q1 		$574K Sell
24,110
-200
-0.8% -$4.47K 0.21% 62
2023
Q4 		$554K Hold
24,310
– – 0.22% 61
2023
Q3 		$517K Hold
24,310
– – 0.22% 61
2023
Q2 		$531K Sell
24,310
-187
-0.8% -$4.34K 0.22% 59
2023
Q1 		$566K Hold
24,497
– – 0.26% 55
2022
Q4 		$563K Buy
24,497
+270
+1% +$5.52K 0.27% 56
2022
Q3 		$443K Sell
24,227
-3,391
-12% -$62.7K 0.35% 44
2022
Q2 		$538K Sell
27,618
-4,504
-14% -$98K 0.22% 61
2022
Q1 		$766K Hold
32,122
– – 0.3% 51
2021
Q4 		$720K Sell
32,122
-859
-3% -$19.3K 0.31% 53
2021
Q3 		$705K Sell
32,981
-300
-0.9% -$7.02K 0.32% 56
2021
Q2 		$838K Sell
33,281
-34
-0.1% -$876 0.4% 47
2021
Q1 		$787K Sell
33,315
-4,579
-12% -$116K 0.36% 47
2020
Q4 		$968K Sell
37,894
-10,486
-22% -$248K 0.44% 40
2020
Q3 		$1.09M Buy
48,380
+3,814
+9% +$90.1K 0.61% 37
2020
Q2 		$786K Buy
+44,566
New +$707K 0.49% 45
2019
Q4 		$1.06M Buy
+61,386
New +$1.03M 0.69% 35

Other funds holding SIVR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's SIVR Position: Q1 2024 in Review

Retirement Group reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 0.82% in Q1 2024, selling an estimated $4.47K and leaving 24,110 shares worth $574K. The position accounts for 0.21% of the portfolio, ranked #62.

Retirement Group first reported a position in SIVR in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.09M in Q3 2020. 163 funds tracked by Wall St. Rank hold SIVR as of Q1 2024.

  • Retirement Group held 24,110 shares of abrdn Physical Silver Shares ETF worth $574K as of Q1 2024.
  • Retirement Group sold 200 abrdn Physical Silver Shares ETF shares in Q1 2024, an estimated $4.47K.
  • abrdn Physical Silver Shares ETF made up 0.21% of Retirement Group's portfolio in Q1 2024, its #62 holding.
  • Retirement Group first reported a position in abrdn Physical Silver Shares ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's abrdn Physical Silver Shares ETF position peaked at $1.09M in Q3 2020.
  • 163 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.