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West Family Investments’s iShares Silver Trust SLV Stock Holding History

West Family Investments’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
2022
Q1 		– Sell
-2,850
Closed -$1.01M – 342
2021
Q4 		$1.01M Hold
2,850
– – 0.28% 67
2021
Q3 		$815K Buy
+2,850
New +$64.1K 0.21% 91
2021
Q2 		– Sell
-2,850
Closed -$1.52M – 374
2021
Q1 		$1.52M Hold
2,850
– – 0.56% 58
2020
Q4 		$2.27K Hold
2,850
– – 0.69% 40
2020
Q3 		$1.7M Buy
+2,850
New +$64.8K 0.64% 40

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

West Family Investments's SLV Position: Q3 2024 in Review

West Family Investments sold out of iShares Silver Trust (SLV) in Q3 2024, closing a stake of 285,000 shares — an estimated $7.57M sold.

West Family Investments first reported a position in SLV in Q1 2022 and held it in 10 quarters. The position peaked at $7.57M in Q2 2024. 914 funds tracked by Wall St. Rank hold SLV as of Q3 2024.

  • West Family Investments reported no remaining iShares Silver Trust position as of Q3 2024 after selling out during the quarter.
  • West Family Investments sold 285,000 iShares Silver Trust shares in Q3 2024, an estimated $7.57M.
  • West Family Investments first reported a position in iShares Silver Trust in Q1 2022 and held it in 10 quarters.
  • West Family Investments's iShares Silver Trust position peaked at $7.57M in Q2 2024.
  • 914 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2024.

Based on West Family Investments's 13F filing for Q3 2024, filed 8 Nov 2024.