Avantax Advisory Services’s Hecla Mining HL Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-17,572	Closed	-$97.7K	–	1509
2022 Q4	$97.7K	Buy	17,572 +2	+0%	+$10	﹤0.01%	1365
2022 Q3	$69K	Buy	17,570 +5	+0%	+$20	﹤0.01%	1285
2022 Q2	$69K	Buy	17,565 +3	+0%	+$16	﹤0.01%	1267
2022 Q1	$116K	Buy	17,562 +3	+0%	+$17	﹤0.01%	1233
2021 Q4	$92K	Buy	17,559 +4	+0%	+$22	﹤0.01%	1215
2021 Q3	$98K	Buy	17,555 +5	+0%	+$31	﹤0.01%	1146
2021 Q2	$129K	Buy	17,550 +4	+0%	+$30	﹤0.01%	1107
2021 Q1	$101K	Sell	17,546 -696	-4%	-$4.25K	﹤0.01%	1000
2020 Q4	$118K	Sell	18,242 -12,106	-40%	-$64.5K	﹤0.01%	905
2020 Q3	$154K	Buy	30,348 +4,414	+17%	+$23.3K	﹤0.01%	1262
2020 Q2	$85K	Hold	25,934	–	–	﹤0.01%	822
2020 Q1	$48K	Sell	25,934 -1,500	-5%	-$4.15K	﹤0.01%	778
2019 Q4	$93K	Buy	27,434 +1,850	+7%	+$4.54K	﹤0.01%	802
2019 Q3	$45K	Hold	25,584	–	–	﹤0.01%	561
2019 Q2	$46K	Buy	25,584 +1,500	+6%	+$2.75K	﹤0.01%	510
2019 Q1	$55K	Hold	24,084	–	–	﹤0.01%	481
2018 Q4	$56K	Buy	+24,084	New	+$61.6K	0.01%	402

Other funds holding HL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avantax Advisory Services's HL Position: Q1 2023 in Review

Avantax Advisory Services sold out of Hecla Mining (HL) in Q1 2023, closing a stake of 17,572 shares — an estimated $97.7K sold.

Avantax Advisory Services first reported a position in HL in Q4 2018 and held it in 17 quarters. The position peaked at $154K in Q3 2020. 297 funds tracked by Wall St. Rank hold HL as of Q1 2023.

Avantax Advisory Services reported no remaining Hecla Mining position as of Q1 2023 after selling out during the quarter.
Avantax Advisory Services sold 17,572 Hecla Mining shares in Q1 2023, an estimated $97.7K.
Avantax Advisory Services first reported a position in Hecla Mining in Q4 2018 and held it in 17 quarters.
Avantax Advisory Services's Hecla Mining position peaked at $154K in Q3 2020.
297 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.