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

Dorchester 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
2024 Q4	$266K	Sell	62,000 -500	-0.8%	-$2.38K	0.05%	124
2024 Q3	$291K	Hold	62,500	–	–	0.05%	127
2024 Q2	$305K	Sell	62,500 -34,400	-36%	-$173K	0.06%	124
2024 Q1	$360K	Buy	96,900 +9,900	+11%	+$31.7K	0.06%	126
2023 Q4	$335K	Hold	87,000	–	–	0.06%	118
2023 Q3	$238K	Sell	87,000 -1,000	-1%	-$3.13K	0.05%	135
2023 Q2	$286K	Hold	88,000	–	–	0.06%	121
2023 Q1	$335K	Sell	88,000 -26,000	-23%	-$92.4K	0.07%	116
2022 Q4	$428K	Sell	114,000 -36,000	-24%	-$119K	0.1%	98
2022 Q3	$375K	Buy	150,000 +42,387	+39%	+$108K	0.08%	110
2022 Q2	$306K	Buy	107,613 +12,000	+13%	+$41.8K	0.06%	127
2022 Q1	$363K	Buy	95,613 +11,056	+13%	+$41.8K	0.06%	120
2021 Q4	$329K	Sell	84,557 -1,773	-2%	-$7.29K	0.07%	120
2021 Q3	$337K	Buy	+86,330	New	+$386K	0.08%	111

Other funds holding FSM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Dorchester Wealth Management's FSM Position: Q4 2024 in Review

Dorchester Wealth Management reduced its Fortuna Silver Mines (FSM) stake by 0.8% in Q4 2024, selling an estimated $2.38K and leaving 62,000 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #124.

Dorchester Wealth Management first reported a position in FSM in Q3 2021 and has held it in 14 quarters since. The position peaked at $428K in Q4 2022. 172 funds tracked by Wall St. Rank hold FSM as of Q4 2024.

Dorchester Wealth Management held 62,000 shares of Fortuna Silver Mines worth $266K as of Q4 2024.
Dorchester Wealth Management sold 500 Fortuna Silver Mines shares in Q4 2024, an estimated $2.38K.
Fortuna Silver Mines made up 0.05% of Dorchester Wealth Management's portfolio in Q4 2024, its #124 holding.
Dorchester Wealth Management first reported a position in Fortuna Silver Mines in Q3 2021 and has held it in 14 quarters since.
Dorchester Wealth Management's Fortuna Silver Mines position peaked at $428K in Q4 2022.
172 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.