Cutler Group’s Comstock LODE Stock Holding History

Cutler Group’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
2021 Q4	–	Sell	-2,870	Closed	-$2K	–	5777
2021 Q3	$2K	Sell	2,870 -960	-25%	-$28.8K	﹤0.01%	5039
2021 Q2	$15K	Sell	3,830 -6,000	-61%	-$231K	﹤0.01%	3559
2021 Q1	$50K	Buy	+9,830	New	+$320K	﹤0.01%	2390

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

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

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

SWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cutler Group's LODE Position: Q1 2024 in Review

Cutler Group sold out of Comstock (LODE) in Q1 2024, closing a stake of 2 shares.

Cutler Group first reported a position in LODE in Q3 2020 and held it in 10 quarters. The position peaked at $54K in Q1 2021. 49 funds tracked by Wall St. Rank hold LODE as of Q1 2024.

Cutler Group reported no remaining Comstock position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 2 Comstock shares in Q1 2024.
Cutler Group first reported a position in Comstock in Q3 2020 and held it in 10 quarters.
Cutler Group's Comstock position peaked at $54K in Q1 2021.
49 funds tracked by Wall St. Rank held Comstock as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.