Commonwealth Equity Services’s Comstock LODE Stock Holding History

Commonwealth Equity Services’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
2023 Q1	–	Sell	-12,893	Closed	-$35K	–	3827
2022 Q4	$35K	Sell	12,893 -25	-0.2%	-$91	﹤0.01%	3548
2022 Q3	$54K	Buy	12,918 +1,047	+9%	+$5.82K	﹤0.01%	3478
2022 Q2	$73K	Sell	11,871 -16,890	-59%	-$168K	﹤0.01%	3427
2022 Q1	$480K	Buy	28,761 +11,275	+64%	+$174K	﹤0.01%	2562
2021 Q4	$225K	Sell	17,486 -55,582	-76%	-$1.09M	﹤0.01%	3200
2021 Q3	$1.95M	Buy	73,068 +3,943	+6%	+$118K	﹤0.01%	1441
2021 Q2	$2.51M	Buy	69,125 +19,285	+39%	+$743K	0.01%	1278
2021 Q1	$2.28M	Buy	+49,840	New	+$1.62M	0.01%	1234
2019 Q4	–	Sell	-4,137	Closed	-$22K	–	2922
2019 Q3	$22K	Sell	4,137 -8,411	-67%	-$56.7K	﹤0.01%	2798
2019 Q2	$119K	Hold	12,548	–	–	﹤0.01%	2614
2019 Q1	$131K	Hold	12,548	–	–	﹤0.01%	2560
2018 Q4	$83K	Hold	12,548	–	–	﹤0.01%	2516
2018 Q3	$87K	Buy	+12,548	New	+$118K	﹤0.01%	2655
2017 Q4	–	Sell	-48	Closed	-$2K	–	2702
2017 Q3	$2K	Buy	+48	New	+$2.16K	﹤0.01%	2565

Other funds holding LODE

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rinkey Investments San Diego, California $391M AUM 11.8% 1-Year Est. Return

Commonwealth Equity Services's LODE Position: Q1 2023 in Review

Commonwealth Equity Services sold out of Comstock (LODE) in Q1 2023, closing a stake of 12,893 shares — an estimated $35K sold.

Commonwealth Equity Services first reported a position in LODE in Q3 2017 and held it in 14 quarters. The position peaked at $2.51M in Q2 2021. 35 funds tracked by Wall St. Rank hold LODE as of Q1 2023.

Commonwealth Equity Services reported no remaining Comstock position as of Q1 2023 after selling out during the quarter.
Commonwealth Equity Services sold 12,893 Comstock shares in Q1 2023, an estimated $35K.
Commonwealth Equity Services first reported a position in Comstock in Q3 2017 and held it in 14 quarters.
Commonwealth Equity Services's Comstock position peaked at $2.51M in Q2 2021.
35 funds tracked by Wall St. Rank held Comstock as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.