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

TCI 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
2015 Q2	–	Sell	-25	Closed	-$1K	–	1002
2015 Q1	$1K	Buy	+25	New	+$400	﹤0.01%	828

Other funds holding SLV

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCI Wealth Advisors's SLV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares Silver Trust (SLV) in Q2 2023, closing a stake of 25 shares — an estimated $553 sold.

TCI Wealth Advisors first reported a position in SLV in Q1 2014 and held it in 37 quarters. The position peaked at $35K in Q2 2014. 754 funds tracked by Wall St. Rank hold SLV as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares Silver Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 25 iShares Silver Trust shares in Q2 2023, an estimated $553.
TCI Wealth Advisors first reported a position in iShares Silver Trust in Q1 2014 and held it in 37 quarters.
TCI Wealth Advisors's iShares Silver Trust position peaked at $35K in Q2 2014.
754 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.