Valeo Financial Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Valeo Financial Advisors’s Portfolio SLVP Stock Details SLVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,218	Closed	-$77K	–	1609
2021 Q1	$77K	Buy	+5,218	New	+$83.9K	﹤0.01%	701
2020 Q4	–	Sell	-5,100	Closed	-$79K	–	1829
2020 Q3	$79K	Hold	5,100	–	–	0.01%	530
2020 Q2	$68K	Buy	5,100 +8	+0.2%	+$90	0.01%	624
2020 Q1	$46K	Hold	5,092	–	–	﹤0.01%	640
2019 Q4	$57K	Buy	5,092 +92	+2%	+$929	0.01%	601
2019 Q3	$48K	Buy	+5,000	New	+$50.6K	0.01%	619

Other funds holding SLVP

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Valeo Financial Advisors's SLVP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q2 2021, closing a stake of 5,218 shares — an estimated $77K sold.

Valeo Financial Advisors first reported a position in SLVP in Q3 2019 and held it in 6 quarters. The position peaked at $79K in Q3 2020. 56 funds tracked by Wall St. Rank hold SLVP as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 5,218 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2021, an estimated $77K.
Valeo Financial Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2019 and held it in 6 quarters.
Valeo Financial Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $79K in Q3 2020.
56 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.