WFA Asset Management’s Global X Silver Miners ETF NEW SIL Stock Holding History

WFA Asset Management’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
2023 Q2	–	Sell	-397	Closed	-$12.2K	–	257
2023 Q1	$12.2K	Buy	397 +1	+0.3%	+$29	0.01%	165
2022 Q4	$11.2K	Hold	396	–	–	0.01%	156
2022 Q3	$9.55K	Buy	396 +1	+0.3%	+$25	0.01%	159
2022 Q2	$10.2K	Hold	395	–	–	0.01%	148
2022 Q1	$14.4K	Buy	395 +5	+1%	+$177	0.01%	141
2021 Q4	$14.3K	Buy	+390	New	+$14.8K	0.01%	137

Other funds holding SIL

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

WFA Asset Management's SIL Position: Q2 2023 in Review

WFA Asset Management sold out of Global X Silver Miners ETF NEW (SIL) in Q2 2023, closing a stake of 397 shares — an estimated $12.2K sold.

WFA Asset Management first reported a position in SIL in Q4 2021 and held it in 6 quarters. The position peaked at $14.4K in Q1 2022. 139 funds tracked by Wall St. Rank hold SIL as of Q2 2023.

WFA Asset Management reported no remaining Global X Silver Miners ETF NEW position as of Q2 2023 after selling out during the quarter.
WFA Asset Management sold 397 Global X Silver Miners ETF NEW shares in Q2 2023, an estimated $12.2K.
WFA Asset Management first reported a position in Global X Silver Miners ETF NEW in Q4 2021 and held it in 6 quarters.
WFA Asset Management's Global X Silver Miners ETF NEW position peaked at $14.4K in Q1 2022.
139 funds tracked by Wall St. Rank held Global X Silver Miners ETF NEW as of Q2 2023.

Based on WFA Asset Management's 13F filing for Q2 2023, filed 13 Oct 2023.