CFFP
LODE icon

Center for Financial Planning’s Comstock LODE Stock Holding History

Center for Financial Planning’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
2024
Q4 		– Sell
-20
Closed -$95 – 688
2024
Q3 		$95 Buy
+20
New +$46 ﹤0.01% 561

Other funds holding LODE

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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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Center for Financial Planning's LODE Position: Q4 2024 in Review

Center for Financial Planning sold out of Comstock (LODE) in Q4 2024, closing a stake of 20 shares — an estimated $95 sold.

Center for Financial Planning first reported a position in LODE in Q3 2024 and held it in 1 quarter. The position peaked at $95 in Q3 2024. 61 funds tracked by Wall St. Rank hold LODE as of Q4 2024.

  • Center for Financial Planning reported no remaining Comstock position as of Q4 2024 after selling out during the quarter.
  • Center for Financial Planning sold 20 Comstock shares in Q4 2024, an estimated $95.
  • Center for Financial Planning first reported a position in Comstock in Q3 2024 and held it in 1 quarter.
  • Center for Financial Planning's Comstock position peaked at $95 in Q3 2024.
  • 61 funds tracked by Wall St. Rank held Comstock as of Q4 2024.

Based on Center for Financial Planning's 13F filing for Q4 2024, filed 30 Jan 2025.