CWM
LODE icon

C2C Wealth Management’s Comstock LODE Stock Holding History

C2C 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
2023
Q4 		– Sell
-2,753
Closed -$10.7K – 175
2023
Q3 		$10.7K Hold
2,753
– – ﹤0.01% 231
2023
Q2 		$18.2K Buy
2,753
+1,000
+57% +$6.2K ﹤0.01% 245
2023
Q1 		$6.14K Hold
1,753
– – ﹤0.01% 236
2022
Q4 		$9.11K Hold
1,753
– – ﹤0.01% 172
2022
Q3 		$8K Hold
1,753
– – ﹤0.01% 170
2022
Q2 		$11K Hold
1,753
– – ﹤0.01% 186
2022
Q1 		$25K Buy
+1,753
New +$27K ﹤0.01% 204

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

C2C Wealth Management's LODE Position: Q4 2023 in Review

C2C Wealth Management sold out of Comstock (LODE) in Q4 2023, closing a stake of 2,753 shares — an estimated $10.7K sold.

C2C Wealth Management first reported a position in LODE in Q1 2022 and held it in 7 quarters. The position peaked at $25K in Q1 2022. 52 funds tracked by Wall St. Rank hold LODE as of Q4 2023.

  • C2C Wealth Management reported no remaining Comstock position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 2,753 Comstock shares in Q4 2023, an estimated $10.7K.
  • C2C Wealth Management first reported a position in Comstock in Q1 2022 and held it in 7 quarters.
  • C2C Wealth Management's Comstock position peaked at $25K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Comstock as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.