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Smith Salley Wealth Management’s Sprott Physical Silver Trust PSLV Stock Holding History

Smith Salley Wealth Management’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-18,000
Closed -$144K – 252
2021
Q4 		$144K Buy
+18,000
New +$147K 0.01% 244

Other funds holding PSLV

JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

Smith Salley Wealth Management's PSLV Position: Q1 2022 in Review

Smith Salley Wealth Management sold out of Sprott Physical Silver Trust (PSLV) in Q1 2022, closing a stake of 18,000 shares — an estimated $144K sold.

Smith Salley Wealth Management first reported a position in PSLV in Q4 2021 and held it in 1 quarter. The position peaked at $144K in Q4 2021. 271 funds tracked by Wall St. Rank hold PSLV as of Q1 2022.

  • Smith Salley Wealth Management reported no remaining Sprott Physical Silver Trust position as of Q1 2022 after selling out during the quarter.
  • Smith Salley Wealth Management sold 18,000 Sprott Physical Silver Trust shares in Q1 2022, an estimated $144K.
  • Smith Salley Wealth Management first reported a position in Sprott Physical Silver Trust in Q4 2021 and held it in 1 quarter.
  • Smith Salley Wealth Management's Sprott Physical Silver Trust position peaked at $144K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q1 2022.

Based on Smith Salley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.