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Carolinas Wealth Consulting’s Hecla Mining HL Stock Holding History

Carolinas Wealth Consulting’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,005
Closed -$5.58K – 1088
2022
Q4 		$5.58K Buy
1,005
+1
+0.1% +$5 ﹤0.01% 678
2022
Q3 		$4K Buy
1,004
+2
+0.2% +$8 ﹤0.01% 677
2022
Q2 		$4K Buy
1,002
+1
+0.1% +$5 ﹤0.01% 680
2022
Q1 		$7K Buy
+1,001
New +$5.79K ﹤0.01% 655

Other funds holding HL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carolinas Wealth Consulting's HL Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of Hecla Mining (HL) in Q1 2023, closing a stake of 1,005 shares — an estimated $5.58K sold.

Carolinas Wealth Consulting first reported a position in HL in Q1 2022 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 297 funds tracked by Wall St. Rank hold HL as of Q1 2023.

  • Carolinas Wealth Consulting reported no remaining Hecla Mining position as of Q1 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,005 Hecla Mining shares in Q1 2023, an estimated $5.58K.
  • Carolinas Wealth Consulting first reported a position in Hecla Mining in Q1 2022 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Hecla Mining position peaked at $7K in Q1 2022.
  • 297 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.