Cambridge Investment Research Advisors’s Comstock LODE Stock Holding History

Cambridge Investment Research Advisors’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	-2,400	Closed	-$10K	–	3257
2023 Q3	$10K	Hold	2,400	–	–	﹤0.01%	3112
2023 Q2	$18K	Buy	+2,400	New	+$14.9K	﹤0.01%	3131
2015 Q3	–	Sell	-42	Closed	-$6K	–	1547
2015 Q2	$6K	Hold	42	–	–	﹤0.01%	1439
2015 Q1	$6K	Sell	42 -2	-5%	-$413	﹤0.01%	1406
2014 Q4	$8K	Hold	44	–	–	﹤0.01%	1359
2014 Q3	$13K	Sell	44 -4	-8%	-$1.52K	﹤0.01%	1453
2014 Q2	$20K	Sell	48 -4	-8%	-$1.68K	﹤0.01%	1329
2014 Q1	$21K	Sell	52 -14	-21%	-$6.64K	﹤0.01%	1284
2013 Q4	$29K	Sell	66 -7	-10%	-$3.08K	﹤0.01%	1215
2013 Q3	$33K	Buy	73 +22	+43%	+$10.8K	﹤0.01%	1177
2013 Q2	$21K	Buy	+51	New	+$24.8K	﹤0.01%	1095

Other funds holding LODE

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

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

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

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 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

Cambridge Investment Research Advisors's LODE Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Comstock (LODE) in Q4 2023, closing a stake of 2,400 shares — an estimated $10K sold.

Cambridge Investment Research Advisors first reported a position in LODE in Q2 2013 and held it in 11 quarters. The position peaked at $33K in Q3 2013. 52 funds tracked by Wall St. Rank hold LODE as of Q4 2023.

Cambridge Investment Research Advisors reported no remaining Comstock position as of Q4 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 2,400 Comstock shares in Q4 2023, an estimated $10K.
Cambridge Investment Research Advisors first reported a position in Comstock in Q2 2013 and held it in 11 quarters.
Cambridge Investment Research Advisors's Comstock position peaked at $33K in Q3 2013.
52 funds tracked by Wall St. Rank held Comstock as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.