Sargent Bickham Lagudis’s iShares Silver Trust SLV Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$110	Sell	5 -250	-98%	-$4.9K	﹤0.01%	1027
2022 Q3	$4K	Hold	255	–	–	﹤0.01%	816
2022 Q2	$5K	Sell	255 -40	-14%	-$834	﹤0.01%	802
2022 Q1	$7K	Hold	295	–	–	﹤0.01%	758
2021 Q4	$6K	Buy	295 +250	+556%	+$5.4K	﹤0.01%	779
2021 Q3	$1K	Hold	45	–	–	﹤0.01%	920
2021 Q2	$1K	Hold	45	–	–	﹤0.01%	901
2021 Q1	$1K	Buy	+45	New	+$1.1K	﹤0.01%	904
2020 Q2	–	Sell	-3,745	Closed	-$49K	–	814
2020 Q1	$49K	Buy	+3,745	New	+$58.9K	0.01%	345
2017 Q2	–	Sell	-2,920	Closed	-$50K	–	806
2017 Q1	$50K	Buy	+2,920	New	+$48.3K	0.01%	358

Other funds holding SLV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sargent Bickham Lagudis's SLV Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares Silver Trust (SLV) stake by 98% in Q4 2022, selling an estimated $4.9K and leaving 5 shares worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Sargent Bickham Lagudis first reported a position in SLV in Q1 2017 and has held it in 10 quarters since. The position peaked at $50K in Q1 2017. 737 funds tracked by Wall St. Rank hold SLV as of Q4 2022.

Sargent Bickham Lagudis held 5 shares of iShares Silver Trust worth $110 as of Q4 2022.
Sargent Bickham Lagudis sold 250 iShares Silver Trust shares in Q4 2022, an estimated $4.9K.
iShares Silver Trust made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #1027 holding.
Sargent Bickham Lagudis first reported a position in iShares Silver Trust in Q1 2017 and has held it in 10 quarters since.
Sargent Bickham Lagudis's iShares Silver Trust position peaked at $50K in Q1 2017.
737 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.