CM Wealth Advisors’s Hecla Mining HL Stock Holding History

CM Wealth Advisors’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 Q2	–	Sell	-81,428	Closed	-$502K	–	281
2023 Q1	$502K	Buy	+81,428	New	+$467K	0.1%	257

Other funds holding HL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CM Wealth Advisors's HL Position: Q2 2023 in Review

CM Wealth Advisors sold out of Hecla Mining (HL) in Q2 2023, closing a stake of 81,428 shares — an estimated $502K sold.

CM Wealth Advisors first reported a position in HL in Q1 2023 and held it in 1 quarter. The position peaked at $502K in Q1 2023. 297 funds tracked by Wall St. Rank hold HL as of Q2 2023.

CM Wealth Advisors reported no remaining Hecla Mining position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 81,428 Hecla Mining shares in Q2 2023, an estimated $502K.
CM Wealth Advisors first reported a position in Hecla Mining in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Hecla Mining position peaked at $502K in Q1 2023.
297 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.