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Ropes Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Ropes Wealth Advisors’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
Q1 		– Sell
-36,668
Closed -$901K – 697
2020
Q4 		$901K Hold
36,668
– – 0.14% 106
2020
Q3 		$793K Buy
+36,668
New +$834K 0.15% 109

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ropes Wealth Advisors's SLV Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares Silver Trust (SLV) in Q1 2021, closing a stake of 36,668 shares — an estimated $901K sold.

Ropes Wealth Advisors first reported a position in SLV in Q3 2020 and held it in 2 quarters. The position peaked at $901K in Q4 2020. 715 funds tracked by Wall St. Rank hold SLV as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining iShares Silver Trust position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 36,668 iShares Silver Trust shares in Q1 2021, an estimated $901K.
  • Ropes Wealth Advisors first reported a position in iShares Silver Trust in Q3 2020 and held it in 2 quarters.
  • Ropes Wealth Advisors's iShares Silver Trust position peaked at $901K in Q4 2020.
  • 715 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.