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

Sutton 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
-50
Closed -$1.23K – 1268
2020
Q4 		$1.23K Buy
+50
New +$1.14K ﹤0.01% 1166

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

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

Sutton Wealth Advisors sold out of iShares Silver Trust (SLV) in Q1 2021, closing a stake of 50 shares — an estimated $1.23K sold.

Sutton Wealth Advisors first reported a position in SLV in Q4 2020 and held it in 1 quarter. The position peaked at $1.23K in Q4 2020. 715 funds tracked by Wall St. Rank hold SLV as of Q1 2021.

  • Sutton Wealth Advisors reported no remaining iShares Silver Trust position as of Q1 2021 after selling out during the quarter.
  • Sutton Wealth Advisors sold 50 iShares Silver Trust shares in Q1 2021, an estimated $1.23K.
  • Sutton Wealth Advisors first reported a position in iShares Silver Trust in Q4 2020 and held it in 1 quarter.
  • Sutton Wealth Advisors's iShares Silver Trust position peaked at $1.23K in Q4 2020.
  • 715 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2021.

Based on Sutton Wealth Advisors's 13F filing for Q1 2021, filed 7 Nov 2023.