RWB
SLV icon

RMR Wealth Builders’s iShares Silver Trust SLV Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-292
Closed -$7K – 618
2021
Q1 		$7K Buy
+292
New +$7.11K ﹤0.01% 639

Other funds holding SLV

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
BM
Baymount Management Miami, Florida $96.1M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

RMR Wealth Builders's SLV Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares Silver Trust (SLV) in Q2 2021, closing a stake of 292 shares — an estimated $7K sold.

RMR Wealth Builders first reported a position in SLV in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 742 funds tracked by Wall St. Rank hold SLV as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares Silver Trust position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 292 iShares Silver Trust shares in Q2 2021, an estimated $7K.
  • RMR Wealth Builders first reported a position in iShares Silver Trust in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's iShares Silver Trust position peaked at $7K in Q1 2021.
  • 742 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.