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Kestra Advisory Services’s Solitario Resources XPL Stock Holding History

Kestra Advisory Services’s Portfolio XPL Stock Details XPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,000
Closed -$7K – 2253
2022
Q2 		$7K Buy
+13,000
New +$8.95K ﹤0.01% 2115

Other funds holding XPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kestra Advisory Services's XPL Position: Q3 2022 in Review

Kestra Advisory Services sold out of Solitario Resources (XPL) in Q3 2022, closing a stake of 13,000 shares — an estimated $7K sold.

Kestra Advisory Services first reported a position in XPL in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 29 funds tracked by Wall St. Rank hold XPL as of Q3 2022.

  • Kestra Advisory Services reported no remaining Solitario Resources position as of Q3 2022 after selling out during the quarter.
  • Kestra Advisory Services sold 13,000 Solitario Resources shares in Q3 2022, an estimated $7K.
  • Kestra Advisory Services first reported a position in Solitario Resources in Q2 2022 and held it in 1 quarter.
  • Kestra Advisory Services's Solitario Resources position peaked at $7K in Q2 2022.
  • 29 funds tracked by Wall St. Rank held Solitario Resources as of Q3 2022.

Based on Kestra Advisory Services's 13F filing for Q3 2022, filed 1 Nov 2022.