Creative Planning
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Creative Planning’s Fortuna Silver Mines FSM Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-2,100
Closed -$4K – 2254
2021
Q1 		$4K Hold
2,100
– – ﹤0.01% 2523
2020
Q4 		$7K Buy
+2,100
New +$14.5K ﹤0.01% 2246

Other funds holding FSM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's FSM Position: Q1 2023 in Review

Creative Planning sold out of Fortuna Silver Mines (FSM) in Q1 2023, closing a stake of 11,050 shares — an estimated $41.4K sold.

Creative Planning first reported a position in FSM in Q3 2014 and held it in 31 quarters. The position peaked at $306K in Q4 2020. 135 funds tracked by Wall St. Rank hold FSM as of Q1 2023.

  • Creative Planning reported no remaining Fortuna Silver Mines position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 11,050 Fortuna Silver Mines shares in Q1 2023, an estimated $41.4K.
  • Creative Planning first reported a position in Fortuna Silver Mines in Q3 2014 and held it in 31 quarters.
  • Creative Planning's Fortuna Silver Mines position peaked at $306K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.