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Safeguard Financial’s iShares Silver Trust SLV Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-123
Closed -$2K – 474
2023
Q2 		$2K Buy
+123
New +$2.73K ﹤0.01% 469

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Safeguard Financial's SLV Position: Q3 2023 in Review

Safeguard Financial sold out of iShares Silver Trust (SLV) in Q3 2023, closing a stake of 123 shares — an estimated $2K sold.

Safeguard Financial first reported a position in SLV in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 740 funds tracked by Wall St. Rank hold SLV as of Q3 2023.

  • Safeguard Financial reported no remaining iShares Silver Trust position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 123 iShares Silver Trust shares in Q3 2023, an estimated $2K.
  • Safeguard Financial first reported a position in iShares Silver Trust in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares Silver Trust position peaked at $2K in Q2 2023.
  • 740 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.