FSWA
SMTS

Financial Synergies Wealth Advisors’s Sierra Metals Inc. Common Stock SMTS Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio SMTS Stock Details SMTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,000
Closed -$37.8K – 67
2021
Q1 		$37.8K Buy
+12,000
New +$37.8K 0.01% 59

Other funds holding SMTS

ARC
Arias Resource Capital George Town, Grand Cayman, Cayman Islands $58.6M AUM 26.15% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Financial Synergies Wealth Advisors's SMTS Position: Q2 2021 in Review

Financial Synergies Wealth Advisors sold out of Sierra Metals Inc. Common Stock (SMTS) in Q2 2021, closing a stake of 12,000 shares — an estimated $37.8K sold.

Financial Synergies Wealth Advisors first reported a position in SMTS in Q1 2021 and held it in 1 quarter. The position peaked at $37.8K in Q1 2021. 50 funds tracked by Wall St. Rank hold SMTS as of Q2 2021.

  • Financial Synergies Wealth Advisors reported no remaining Sierra Metals Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 12,000 Sierra Metals Inc. Common Stock shares in Q2 2021, an estimated $37.8K.
  • Financial Synergies Wealth Advisors first reported a position in Sierra Metals Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Sierra Metals Inc. Common Stock position peaked at $37.8K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held Sierra Metals Inc. Common Stock as of Q2 2021.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2021, filed 5 Apr 2024.