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Affinity Wealth Management’s Hecla Mining HL Stock Holding History

Affinity Wealth Management’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-638,084
Closed -$3.29M – 104
2023
Q2 		$3.29M Buy
638,084
+43,806
+7% +$250K 0.75% 37
2023
Q1 		$3.76M Buy
594,278
+53,422
+10% +$307K 0.88% 36
2022
Q4 		$3.01M Buy
+540,856
New +$2.69M 0.71% 33

Other funds holding HL

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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Affinity Wealth Management's HL Position: Q3 2023 in Review

Affinity Wealth Management sold out of Hecla Mining (HL) in Q3 2023, closing a stake of 638,084 shares — an estimated $3.29M sold.

Affinity Wealth Management first reported a position in HL in Q4 2022 and held it in 3 quarters. The position peaked at $3.76M in Q1 2023. 291 funds tracked by Wall St. Rank hold HL as of Q3 2023.

  • Affinity Wealth Management reported no remaining Hecla Mining position as of Q3 2023 after selling out during the quarter.
  • Affinity Wealth Management sold 638,084 Hecla Mining shares in Q3 2023, an estimated $3.29M.
  • Affinity Wealth Management first reported a position in Hecla Mining in Q4 2022 and held it in 3 quarters.
  • Affinity Wealth Management's Hecla Mining position peaked at $3.76M in Q1 2023.
  • 291 funds tracked by Wall St. Rank held Hecla Mining as of Q3 2023.

Based on Affinity Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.