HBK Sorce Advisory’s Hecla Mining HL Stock Holding History

HBK Sorce Advisory’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
2023 Q1	–	Sell	-42,082	Closed	-$234K	–	709
2022 Q4	$234K	Buy	42,082 +22,978	+120%	+$114K	0.01%	616
2022 Q3	$75K	Buy	+19,104	New	+$77.7K	0.01%	505
2022 Q2	–	Sell	-12,751	Closed	-$84K	–	503
2022 Q1	$84K	Buy	12,751 +1,588	+14%	+$9.19K	﹤0.01%	535
2021 Q4	$58K	Buy	11,163 +625	+6%	+$3.49K	﹤0.01%	581
2021 Q3	$58K	Sell	10,538 -944	-8%	-$5.88K	﹤0.01%	580
2021 Q2	$85K	Sell	11,482 -317	-3%	-$2.38K	﹤0.01%	577
2021 Q1	$67K	Sell	11,799 -1,232	-9%	-$7.52K	﹤0.01%	536
2020 Q4	$84K	Sell	13,031 -8,440	-39%	-$45K	0.01%	491
2020 Q3	$109K	Sell	21,471 -4,004	-16%	-$21.2K	0.01%	443
2020 Q2	$83K	Buy	+25,475	New	+$70.3K	0.01%	428

Other funds holding HL

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

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

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

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

JAM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HBK Sorce Advisory's HL Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Hecla Mining (HL) in Q1 2023, closing a stake of 42,082 shares — an estimated $234K sold.

HBK Sorce Advisory first reported a position in HL in Q2 2020 and held it in 10 quarters. The position peaked at $234K in Q4 2022. 297 funds tracked by Wall St. Rank hold HL as of Q1 2023.

HBK Sorce Advisory reported no remaining Hecla Mining position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 42,082 Hecla Mining shares in Q1 2023, an estimated $234K.
HBK Sorce Advisory first reported a position in Hecla Mining in Q2 2020 and held it in 10 quarters.
HBK Sorce Advisory's Hecla Mining position peaked at $234K in Q4 2022.
297 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.