Bartlett & Co Wealth Management’s Hecla Mining HL Stock Holding History

Bartlett & Co 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
2022 Q4	–	Sell	-500	Closed	-$1.97K	–	1148
2022 Q3	$1.97K	Hold	500	–	–	﹤0.01%	1055
2022 Q2	$1.96K	Hold	500	–	–	﹤0.01%	1180
2022 Q1	$3.29K	Buy	+500	New	+$2.89K	﹤0.01%	962
2021 Q4	–	Sell	-1,500	Closed	-$8.25K	–	600
2021 Q3	$8.25K	Buy	+1,500	New	+$9.35K	﹤0.01%	721

Other funds holding HL

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

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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 $18.8B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Bartlett & Co Wealth Management's HL Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Hecla Mining (HL) in Q4 2022, closing a stake of 500 shares — an estimated $1.97K sold.

Bartlett & Co Wealth Management first reported a position in HL in Q3 2021 and held it in 4 quarters. The position peaked at $8.25K in Q3 2021. 290 funds tracked by Wall St. Rank hold HL as of Q4 2022.

Bartlett & Co Wealth Management reported no remaining Hecla Mining position as of Q4 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 500 Hecla Mining shares in Q4 2022, an estimated $1.97K.
Bartlett & Co Wealth Management first reported a position in Hecla Mining in Q3 2021 and held it in 4 quarters.
Bartlett & Co Wealth Management's Hecla Mining position peaked at $8.25K in Q3 2021.
290 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.