IBEX Wealth Advisors’s Hecla Mining HL Stock Holding History

IBEX Wealth Advisors’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
2021 Q4	–	Sell	-5,249	Closed	-$29K	–	288
2021 Q3	$29K	Buy	+5,249	New	+$32.7K	0.01%	297
2019 Q3	–	Sell	-6,915	Closed	-$12K	–	195
2019 Q2	$12K	Buy	+6,915	New	+$12.7K	﹤0.01%	314

Other funds holding HL

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

VanEck Associates New York $164B AUM 112.45% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IBEX Wealth Advisors's HL Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Hecla Mining (HL) in Q4 2021, closing a stake of 5,249 shares — an estimated $29K sold.

IBEX Wealth Advisors first reported a position in HL in Q2 2019 and held it in 2 quarters. The position peaked at $29K in Q3 2021. 265 funds tracked by Wall St. Rank hold HL as of Q4 2021.

IBEX Wealth Advisors reported no remaining Hecla Mining position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 5,249 Hecla Mining shares in Q4 2021, an estimated $29K.
IBEX Wealth Advisors first reported a position in Hecla Mining in Q2 2019 and held it in 2 quarters.
IBEX Wealth Advisors's Hecla Mining position peaked at $29K in Q3 2021.
265 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.