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	–	897
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 New York $164B AUM 112.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Glassman Wealth Services's HL Position: Q1 2024 in Review

Glassman Wealth Services sold out of Hecla Mining (HL) in Q1 2024, closing a stake of 36 shares — an estimated $173 sold.

Glassman Wealth Services first reported a position in HL in Q1 2018 and held it in 14 quarters. The position peaked at $1K in Q4 2019. 303 funds tracked by Wall St. Rank hold HL as of Q1 2024.

Glassman Wealth Services reported no remaining Hecla Mining position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 36 Hecla Mining shares in Q1 2024, an estimated $173.
Glassman Wealth Services first reported a position in Hecla Mining in Q1 2018 and held it in 14 quarters.
Glassman Wealth Services's Hecla Mining position peaked at $1K in Q4 2019.
303 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.