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Cassady Schiller Wealth Management’s Fortuna Silver Mines FSM Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q1 		– Sell
-627
Closed -$2.42K – 500
2023
Q4 		$2.42K Buy
+627
New +$2.1K ﹤0.01% 386

Other funds holding FSM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Cassady Schiller Wealth Management's FSM Position: Q1 2024 in Review

Cassady Schiller Wealth Management sold out of Fortuna Silver Mines (FSM) in Q1 2024, closing a stake of 627 shares — an estimated $2.42K sold.

Cassady Schiller Wealth Management first reported a position in FSM in Q4 2023 and held it in 1 quarter. The position peaked at $2.42K in Q4 2023. 157 funds tracked by Wall St. Rank hold FSM as of Q1 2024.

  • Cassady Schiller Wealth Management reported no remaining Fortuna Silver Mines position as of Q1 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 627 Fortuna Silver Mines shares in Q1 2024, an estimated $2.42K.
  • Cassady Schiller Wealth Management first reported a position in Fortuna Silver Mines in Q4 2023 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Fortuna Silver Mines position peaked at $2.42K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q1 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.