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Heritage Wealth Management (Arizona)’s Hecla Mining HL Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$2.3K Buy
414
+207
+100% +$1.03K ﹤0.01% 967
2022
Q3 		$1K Buy
+207
New +$842 ﹤0.01% 944

Other funds holding HL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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 $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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Hecla Mining (HL) stake by 100% in Q4 2022, buying an estimated $1.03K and bringing the position to 414 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Heritage Wealth Management (Arizona) first reported a position in HL in Q3 2022 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold HL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 414 shares of Hecla Mining worth $2.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 207 Hecla Mining shares in Q4 2022, an estimated $1.03K.
  • Hecla Mining made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #967 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Hecla Mining in Q3 2022 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.