TWP
SLV icon

TFO Wealth Partners’s iShares Silver Trust SLV Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-3,285
Closed -$67K – 191
2021
Q3 		$67K Buy
+3,285
New +$73.9K 0.01% 53

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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TFO Wealth Partners's SLV Position: Q4 2021 in Review

TFO Wealth Partners sold out of iShares Silver Trust (SLV) in Q4 2021, closing a stake of 3,285 shares — an estimated $67K sold.

TFO Wealth Partners first reported a position in SLV in Q3 2021 and held it in 1 quarter. The position peaked at $67K in Q3 2021. 718 funds tracked by Wall St. Rank hold SLV as of Q4 2021.

  • TFO Wealth Partners reported no remaining iShares Silver Trust position as of Q4 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 3,285 iShares Silver Trust shares in Q4 2021, an estimated $67K.
  • TFO Wealth Partners first reported a position in iShares Silver Trust in Q3 2021 and held it in 1 quarter.
  • TFO Wealth Partners's iShares Silver Trust position peaked at $67K in Q3 2021.
  • 718 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2021.

Based on TFO Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.