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Capstone Financial Advisors’s TMC The Metals Company TMC Stock Holding History

Capstone Financial Advisors’s Portfolio TMC Stock Details TMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$11.2K – 164
2024
Q4 		$11.2K Hold
10,000
– – ﹤0.01% 157
2024
Q3 		$10.6K Hold
10,000
– – ﹤0.01% 158
2024
Q2 		$13.5K Hold
10,000
– – ﹤0.01% 157
2024
Q1 		$14.3K Buy
+10,000
New +$13.9K ﹤0.01% 150
2023
Q2 		– Sell
-100,000
Closed -$82.9K – 154
2023
Q1 		$82.9K Buy
+100,000
New +$92.9K 0.01% 124

Other funds holding TMC

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capstone Financial Advisors's TMC Position: Q1 2025 in Review

Capstone Financial Advisors sold out of TMC The Metals Company (TMC) in Q1 2025, closing a stake of 10,000 shares — an estimated $11.2K sold.

Capstone Financial Advisors first reported a position in TMC in Q1 2023 and held it in 5 quarters. The position peaked at $82.9K in Q1 2023. 103 funds tracked by Wall St. Rank hold TMC as of Q1 2025.

  • Capstone Financial Advisors reported no remaining TMC The Metals Company position as of Q1 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 10,000 TMC The Metals Company shares in Q1 2025, an estimated $11.2K.
  • Capstone Financial Advisors first reported a position in TMC The Metals Company in Q1 2023 and held it in 5 quarters.
  • Capstone Financial Advisors's TMC The Metals Company position peaked at $82.9K in Q1 2023.
  • 103 funds tracked by Wall St. Rank held TMC The Metals Company as of Q1 2025.

Based on Capstone Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.