Baldwin Wealth Partners’s Hecla Mining HL Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-750	Closed	-$5K	–	580
2024 Q3	$5K	Hold	750	–	–	﹤0.01%	872
2024 Q2	$3.64K	Hold	750	–	–	﹤0.01%	616
2024 Q1	$3.61K	Hold	750	–	–	﹤0.01%	615
2023 Q4	$3.61K	Hold	750	–	–	﹤0.01%	641
2023 Q3	$2.93K	Hold	750	–	–	﹤0.01%	665
2023 Q2	$3.86K	Hold	750	–	–	﹤0.01%	668
2023 Q1	$4.75K	Hold	750	–	–	﹤0.01%	676
2022 Q4	$4.17K	Hold	750	–	–	﹤0.01%	675
2022 Q3	$3K	Hold	750	–	–	﹤0.01%	596
2022 Q2	$3K	Hold	750	–	–	﹤0.01%	631
2022 Q1	$5K	Hold	750	–	–	﹤0.01%	589
2021 Q4	$4K	Hold	750	–	–	﹤0.01%	574
2021 Q3	$4K	Hold	750	–	–	﹤0.01%	590
2021 Q2	$6K	Buy	+750	New	+$5.63K	﹤0.01%	567

Other funds holding HL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return