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Centric Wealth Management’s Fortuna Silver Mines FSM Stock Holding History

Centric 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
2026
Q1 		– Sell
-11,000
Closed -$108K – 207
2025
Q4 		$108K Buy
11,000
+1,000
+10% +$9K 0.02% 194
2025
Q3 		$82.7K Hold
10,000
– – 0.02% 188
2025
Q2 		$65.9K Buy
+10,000
New +$61.9K 0.02% 190

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Dimensional Fund Advisors
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Vanguard Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
TI
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centric Wealth Management's FSM Position: Q1 2026 in Review

Centric Wealth Management sold out of Fortuna Silver Mines (FSM) in Q1 2026, closing a stake of 11,000 shares — an estimated $108K sold.

Centric Wealth Management first reported a position in FSM in Q2 2025 and held it in 3 quarters. The position peaked at $108K in Q4 2025. 255 funds tracked by Wall St. Rank hold FSM as of Q1 2026.

  • Centric Wealth Management reported no remaining Fortuna Silver Mines position as of Q1 2026 after selling out during the quarter.
  • Centric Wealth Management sold 11,000 Fortuna Silver Mines shares in Q1 2026, an estimated $108K.
  • Centric Wealth Management first reported a position in Fortuna Silver Mines in Q2 2025 and held it in 3 quarters.
  • Centric Wealth Management's Fortuna Silver Mines position peaked at $108K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q1 2026.

Based on Centric Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.