AWM
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Apollon Wealth Management’s Comstock LODE Stock Holding History

Apollon Wealth Management’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,200
Closed -$9K – 888
2022
Q3 		$9K Hold
2,200
– – ﹤0.01% 808
2022
Q2 		$14K Hold
2,200
– – ﹤0.01% 745
2022
Q1 		$37K Sell
2,200
-1,200
-35% -$18.5K ﹤0.01% 742
2021
Q4 		$44K Hold
3,400
– – ﹤0.01% 746
2021
Q3 		$91K Hold
3,400
– – 0.01% 458
2021
Q2 		$123K Buy
+3,400
New +$131K 0.02% 358

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $391M AUM 11.8% 1-Year Est. Return

Apollon Wealth Management's LODE Position: Q4 2022 in Review

Apollon Wealth Management sold out of Comstock (LODE) in Q4 2022, closing a stake of 2,200 shares — an estimated $9K sold.

Apollon Wealth Management first reported a position in LODE in Q2 2021 and held it in 6 quarters. The position peaked at $123K in Q2 2021. 34 funds tracked by Wall St. Rank hold LODE as of Q4 2022.

  • Apollon Wealth Management reported no remaining Comstock position as of Q4 2022 after selling out during the quarter.
  • Apollon Wealth Management sold 2,200 Comstock shares in Q4 2022, an estimated $9K.
  • Apollon Wealth Management first reported a position in Comstock in Q2 2021 and held it in 6 quarters.
  • Apollon Wealth Management's Comstock position peaked at $123K in Q2 2021.
  • 34 funds tracked by Wall St. Rank held Comstock as of Q4 2022.

Based on Apollon Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.