Capital Advisory Group Advisory Services’s Fortuna Silver Mines FSM Stock Holding History

Capital Advisory Group Advisory Services’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
2025 Q2	–	Sell	-26,412	Closed	-$161K	–	177
2025 Q1	$161K	Hold	26,412	–	–	0.06%	168
2024 Q4	$113K	Hold	26,412	–	–	0.04%	169
2024 Q3	$122K	Hold	26,412	–	–	0.05%	150
2024 Q2	$129K	Hold	26,412	–	–	0.06%	145
2024 Q1	$98.5K	Sell	26,412 -2,053	-7%	-$6.57K	0.05%	141
2023 Q4	$110K	Hold	28,465	–	–	0.06%	141
2023 Q3	$77.4K	Hold	28,465	–	–	0.04%	147
2023 Q2	$92K	Buy	28,465 +3,000	+12%	+$10.7K	0.07%	77
2023 Q1	$97.3K	Buy	25,465 +1,000	+4%	+$3.56K	0.06%	146
2022 Q4	$91.7K	Hold	24,465	–	–	0.06%	130
2022 Q3	$62K	Buy	24,465 +580	+2%	+$1.48K	0.04%	138
2022 Q2	$70K	Sell	23,885 -1,409	-6%	-$4.91K	0.04%	155
2022 Q1	$96K	Sell	25,294 -853	-3%	-$3.23K	0.04%	199
2021 Q4	$102K	Buy	+26,147	New	+$108K	0.04%	166
2021 Q3	–	Sell	-35,737	Closed	-$198K	–	552
2021 Q2	$198K	Buy	35,737 +4,338	+14%	+$28.7K	0.07%	198
2021 Q1	$203K	Buy	31,399 +669	+2%	+$5.04K	0.08%	182
2020 Q4	$253K	Buy	30,730 +30,228	+6,022%	+$209K	0.11%	149
2020 Q3	$3K	Buy	+502	New	+$3.22K	﹤0.01%	419

Other funds holding FSM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capital Advisory Group Advisory Services's FSM Position: Q2 2025 in Review

Capital Advisory Group Advisory Services sold out of Fortuna Silver Mines (FSM) in Q2 2025, closing a stake of 26,412 shares — an estimated $161K sold.

Capital Advisory Group Advisory Services first reported a position in FSM in Q3 2020 and held it in 18 quarters. The position peaked at $253K in Q4 2020. 203 funds tracked by Wall St. Rank hold FSM as of Q2 2025.

Capital Advisory Group Advisory Services reported no remaining Fortuna Silver Mines position as of Q2 2025 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 26,412 Fortuna Silver Mines shares in Q2 2025, an estimated $161K.
Capital Advisory Group Advisory Services first reported a position in Fortuna Silver Mines in Q3 2020 and held it in 18 quarters.
Capital Advisory Group Advisory Services's Fortuna Silver Mines position peaked at $253K in Q4 2020.
203 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q2 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.