Glassman Wealth Services’s Hecla Mining HL Stock Holding History

Glassman Wealth Services’s Portfolio HL Stock Details HL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-36	Closed	-$173	–	901
2023 Q4	$173	Sell	36 -31	-46%	-$137	﹤0.01%	1910
2023 Q3	$262	Hold	67	–	–	﹤0.01%	1844
2023 Q2	$345	Hold	67	–	–	﹤0.01%	1708
2023 Q1	$424	Hold	67	–	–	﹤0.01%	1645
2022 Q4	$373	Hold	67	–	–	﹤0.01%	1678
2022 Q3	$0	Buy	+67	New	+$273	﹤0.01%	1798
2020 Q1	–	Sell	-180	Closed	-$1K	–	1308
2019 Q4	$1K	Hold	180	–	–	﹤0.01%	937
2019 Q3	$0	Buy	180 +168	+1,400%	+$303	﹤0.01%	1176
2019 Q2	$0	Sell	12 -239	-95%	-$437	﹤0.01%	1194
2019 Q1	$1K	Hold	251	–	–	﹤0.01%	811
2018 Q4	$1K	Buy	251 +17	+7%	+$43	﹤0.01%	637
2018 Q3	$1K	Buy	234 +156	+200%	+$477	﹤0.01%	686
2018 Q2	$0	Hold	78	–	–	﹤0.01%	859
2018 Q1	$0	Buy	+78	New	+$303	﹤0.01%	807

Other funds holding HL

VanEck Associates

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Geode Capital Management

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return