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Sequoia Wealth Management’s iShares Silver Trust SLV Stock Holding History

Sequoia Wealth Management’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
2019
Q4 		– Sell
-10,000
Closed -$160K – 42
2019
Q3 		$160K Buy
+10,000
New +$159K 0.33% 55

Other funds holding SLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OU
Optiver US Chicago, Illinois $50B AUM 53.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Sequoia Wealth Management's SLV Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares Silver Trust (SLV) in Q4 2019, closing a stake of 10,000 shares — an estimated $160K sold.

Sequoia Wealth Management first reported a position in SLV in Q3 2019 and held it in 1 quarter. The position peaked at $160K in Q3 2019. 450 funds tracked by Wall St. Rank hold SLV as of Q4 2019.

  • Sequoia Wealth Management reported no remaining iShares Silver Trust position as of Q4 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 10,000 iShares Silver Trust shares in Q4 2019, an estimated $160K.
  • Sequoia Wealth Management first reported a position in iShares Silver Trust in Q3 2019 and held it in 1 quarter.
  • Sequoia Wealth Management's iShares Silver Trust position peaked at $160K in Q3 2019.
  • 450 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.