WR Wealth Planners’s SilverCrest Metals Inc. Common Shares SILV Stock Holding History

WR Wealth Planners’s Portfolio SILV Stock Details SILV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$329K	Hold	36,200	–	–	0.11%	121
2024 Q3	$335K	Sell	36,200 -6,500	-15%	-$57.6K	0.09%	135
2024 Q2	$348K	Hold	42,700	–	–	0.11%	119
2024 Q1	$284K	Hold	42,700	–	–	0.09%	139
2023 Q4	$280K	Sell	42,700 -3,400	-7%	-$18.9K	0.1%	147
2023 Q3	$203K	Hold	46,100	–	–	0.08%	167
2023 Q2	$270K	Hold	46,100	–	–	0.1%	141
2023 Q1	$329K	Buy	+46,100	New	+$282K	0.14%	115

Other funds holding SILV

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WR Wealth Planners's SILV Position: Q4 2024 in Review

WR Wealth Planners held its SilverCrest Metals Inc. Common Shares (SILV) position steady in Q4 2024 at 36,200 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #121.

WR Wealth Planners first reported a position in SILV in Q1 2023 and has held it in 8 quarters since. The position peaked at $348K in Q2 2024. 185 funds tracked by Wall St. Rank hold SILV as of Q4 2024.

WR Wealth Planners held 36,200 shares of SilverCrest Metals Inc. Common Shares worth $329K as of Q4 2024.
WR Wealth Planners left its SilverCrest Metals Inc. Common Shares share count unchanged in Q4 2024.
SilverCrest Metals Inc. Common Shares made up 0.11% of WR Wealth Planners's portfolio in Q4 2024, its #121 holding.
WR Wealth Planners first reported a position in SilverCrest Metals Inc. Common Shares in Q1 2023 and has held it in 8 quarters since.
WR Wealth Planners's SilverCrest Metals Inc. Common Shares position peaked at $348K in Q2 2024.
185 funds tracked by Wall St. Rank held SilverCrest Metals Inc. Common Shares as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.