Baird Financial Group
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Baird Financial Group’s Fortuna Silver Mines FSM Stock Holding History

Baird Financial Group’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-563,046
Closed -$1.53M – 1745
2023
Q3 		$1.53M Sell
563,046
-8,612
-2% -$27K ﹤0.01% 991
2023
Q2 		$1.85M Buy
571,658
+247,032
+76% +$881K ﹤0.01% 932
2023
Q1 		$1.24M Buy
+324,626
New +$1.15M ﹤0.01% 1031
2016
Q4 		– Sell
-41,866
Closed -$303K – 1216
2016
Q3 		$303K Buy
+41,866
New +$349K ﹤0.01% 1051

Other funds holding FSM

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Baird Financial Group's FSM Position: Q4 2023 in Review

Baird Financial Group sold out of Fortuna Silver Mines (FSM) in Q4 2023, closing a stake of 563,046 shares — an estimated $1.53M sold.

Baird Financial Group first reported a position in FSM in Q3 2016 and held it in 4 quarters. The position peaked at $1.85M in Q2 2023. 156 funds tracked by Wall St. Rank hold FSM as of Q4 2023.

  • Baird Financial Group reported no remaining Fortuna Silver Mines position as of Q4 2023 after selling out during the quarter.
  • Baird Financial Group sold 563,046 Fortuna Silver Mines shares in Q4 2023, an estimated $1.53M.
  • Baird Financial Group first reported a position in Fortuna Silver Mines in Q3 2016 and held it in 4 quarters.
  • Baird Financial Group's Fortuna Silver Mines position peaked at $1.85M in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q4 2023.

Based on Baird Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.