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Vista Finance’s iShares Silver Trust SLV Stock Holding History

Vista Finance’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
2024
Q1 		– Sell
-56,440
Closed -$1.23M – 24
2023
Q4 		$1.23M Sell
56,440
-10,016
-15% -$213K 2.61% 11
2023
Q3 		$1.35M Sell
66,456
-2,536
-4% -$54.8K 1.97% 11
2023
Q2 		$1.44M Buy
+68,992
New +$1.53M 2.25% 10

Other funds holding SLV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vista Finance's SLV Position: Q1 2024 in Review

Vista Finance sold out of iShares Silver Trust (SLV) in Q1 2024, closing a stake of 56,440 shares — an estimated $1.23M sold.

Vista Finance first reported a position in SLV in Q2 2023 and held it in 3 quarters. The position peaked at $1.44M in Q2 2023. 788 funds tracked by Wall St. Rank hold SLV as of Q1 2024.

  • Vista Finance reported no remaining iShares Silver Trust position as of Q1 2024 after selling out during the quarter.
  • Vista Finance sold 56,440 iShares Silver Trust shares in Q1 2024, an estimated $1.23M.
  • Vista Finance first reported a position in iShares Silver Trust in Q2 2023 and held it in 3 quarters.
  • Vista Finance's iShares Silver Trust position peaked at $1.44M in Q2 2023.
  • 788 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2024.

Based on Vista Finance's 13F filing for Q1 2024, filed 10 May 2024.