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Capital Investment Advisors’s Comstock LODE Stock Holding History

Capital Investment 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
2025
Q1 		– Sell
-1,000
Closed -$8.01K – 696
2024
Q4 		$8.01K Hold
1,000
– – ﹤0.01% 669
2024
Q3 		$4.73K Hold
1,000
– – ﹤0.01% 666
2024
Q2 		$1.64K Hold
1,000
– – ﹤0.01% 649
2024
Q1 		$3.64K Hold
1,000
– – ﹤0.01% 640
2023
Q4 		$5.48K Hold
1,000
– – ﹤0.01% 626
2023
Q3 		$4.1K Hold
1,000
– – ﹤0.01% 601
2023
Q2 		$7.3K Buy
+1,000
New +$6.2K ﹤0.01% 549

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Capital Investment Advisors's LODE Position: Q1 2025 in Review

Capital Investment Advisors sold out of Comstock (LODE) in Q1 2025, closing a stake of 1,000 shares — an estimated $8.01K sold.

Capital Investment Advisors first reported a position in LODE in Q2 2023 and held it in 7 quarters. The position peaked at $8.01K in Q4 2024. 41 funds tracked by Wall St. Rank hold LODE as of Q1 2025.

  • Capital Investment Advisors reported no remaining Comstock position as of Q1 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 1,000 Comstock shares in Q1 2025, an estimated $8.01K.
  • Capital Investment Advisors first reported a position in Comstock in Q2 2023 and held it in 7 quarters.
  • Capital Investment Advisors's Comstock position peaked at $8.01K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Comstock as of Q1 2025.

Based on Capital Investment Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.