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Carolina Wealth Advisors’s Fortuna Silver Mines FSM Stock Holding History

Carolina Wealth Advisors’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
2026
Q1 		– Sell
-245
Closed -$2.4K – 302
2025
Q4 		$2.4K Hold
245
– – ﹤0.01% 223
2025
Q3 		$2.19K Buy
+245
New +$1.79K ﹤0.01% 201

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Arrowstreet Capital
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolina Wealth Advisors's FSM Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Fortuna Silver Mines (FSM) in Q1 2026, closing a stake of 245 shares — an estimated $2.4K sold.

Carolina Wealth Advisors first reported a position in FSM in Q3 2025 and held it in 2 quarters. The position peaked at $2.4K in Q4 2025. 253 funds tracked by Wall St. Rank hold FSM as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining Fortuna Silver Mines position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 245 Fortuna Silver Mines shares in Q1 2026, an estimated $2.4K.
  • Carolina Wealth Advisors first reported a position in Fortuna Silver Mines in Q3 2025 and held it in 2 quarters.
  • Carolina Wealth Advisors's Fortuna Silver Mines position peaked at $2.4K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.