HighTower Advisors’s Comstock LODE Stock Holding History

HighTower Advisors’s Portfolio LODE Stock Details LODE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,998	Closed	-$64K	–	3914
2024 Q4	$64K	Sell	7,998 -40	-0.5%	-$171	﹤0.01%	3431
2024 Q3	$38K	Buy	8,038 +290	+4%	+$668	﹤0.01%	3442
2024 Q2	$13K	Sell	7,748 -520	-6%	-$1.35K	﹤0.01%	3426
2024 Q1	$31K	Buy	8,268 +520	+7%	+$2.34K	﹤0.01%	3309
2023 Q4	$42K	Buy	7,748 +1,030	+15%	+$4.71K	﹤0.01%	3325
2023 Q3	$27K	Hold	6,718	–	–	﹤0.01%	3299
2023 Q2	$49K	Hold	6,718	–	–	﹤0.01%	3166
2023 Q1	$23K	Sell	6,718 -10	-0.1%	-$39	﹤0.01%	3139
2022 Q4	$18K	Buy	6,728 +10	+0.1%	+$36	﹤0.01%	3138
2022 Q3	$28K	Hold	6,718	–	–	﹤0.01%	2947
2022 Q2	$41K	Hold	6,718	–	–	﹤0.01%	2924
2022 Q1	$112K	Buy	6,718 +10	+0.1%	+$154	﹤0.01%	2967
2021 Q4	$86K	Buy	6,708 +20	+0.3%	+$392	﹤0.01%	2954
2021 Q3	$178K	Buy	+6,688	New	+$201K	﹤0.01%	2744

Other funds holding LODE

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

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

HighTower Advisors's LODE Position: Q1 2025 in Review

HighTower Advisors sold out of Comstock (LODE) in Q1 2025, closing a stake of 7,998 shares — an estimated $64K sold.

HighTower Advisors first reported a position in LODE in Q3 2021 and held it in 14 quarters. The position peaked at $178K in Q3 2021. 41 funds tracked by Wall St. Rank hold LODE as of Q1 2025.

HighTower Advisors reported no remaining Comstock position as of Q1 2025 after selling out during the quarter.
HighTower Advisors sold 7,998 Comstock shares in Q1 2025, an estimated $64K.
HighTower Advisors first reported a position in Comstock in Q3 2021 and held it in 14 quarters.
HighTower Advisors's Comstock position peaked at $178K in Q3 2021.
41 funds tracked by Wall St. Rank held Comstock as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.