WWA
SIL icon

WCG Wealth Advisors’s Global X Silver Miners ETF NEW SIL Stock Holding History

WCG Wealth Advisors’s Portfolio SIL Stock Details SIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,479
Closed -$315K – 300
2024
Q1 		$315K Sell
11,479
-6
-0.1% -$152 0.03% 243
2023
Q4 		$326K Sell
11,485
-1,285
-10% -$33K 0.02% 279
2023
Q3 		$305K Buy
+12,770
New +$332K 0.02% 266

Other funds holding SIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CM
Crestline Management Fort Worth, Texas $46.3M AUM 48.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCG Wealth Advisors's SIL Position: Q2 2024 in Review

WCG Wealth Advisors sold out of Global X Silver Miners ETF NEW (SIL) in Q2 2024, closing a stake of 11,479 shares — an estimated $315K sold.

WCG Wealth Advisors first reported a position in SIL in Q3 2023 and held it in 3 quarters. The position peaked at $326K in Q4 2023. 164 funds tracked by Wall St. Rank hold SIL as of Q2 2024.

  • WCG Wealth Advisors reported no remaining Global X Silver Miners ETF NEW position as of Q2 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,479 Global X Silver Miners ETF NEW shares in Q2 2024, an estimated $315K.
  • WCG Wealth Advisors first reported a position in Global X Silver Miners ETF NEW in Q3 2023 and held it in 3 quarters.
  • WCG Wealth Advisors's Global X Silver Miners ETF NEW position peaked at $326K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Global X Silver Miners ETF NEW as of Q2 2024.

Based on WCG Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.