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Kestra Private Wealth Services’s Hecla Mining HL Stock Holding History

Kestra Private Wealth Services’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
2024
Q1 		– Sell
-10,971
Closed -$52.8K – 1335
2023
Q4 		$52.8K Hold
10,971
– – ﹤0.01% 1166
2023
Q3 		$42.9K Hold
10,971
– – ﹤0.01% 1128
2023
Q2 		$56.5K Hold
10,971
– – ﹤0.01% 1036
2023
Q1 		$69.4K Buy
+10,971
New +$63K ﹤0.01% 997

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kestra Private Wealth Services's HL Position: Q1 2024 in Review

Kestra Private Wealth Services sold out of Hecla Mining (HL) in Q1 2024, closing a stake of 10,971 shares — an estimated $52.8K sold.

Kestra Private Wealth Services first reported a position in HL in Q1 2023 and held it in 4 quarters. The position peaked at $69.4K in Q1 2023. 303 funds tracked by Wall St. Rank hold HL as of Q1 2024.

  • Kestra Private Wealth Services reported no remaining Hecla Mining position as of Q1 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,971 Hecla Mining shares in Q1 2024, an estimated $52.8K.
  • Kestra Private Wealth Services first reported a position in Hecla Mining in Q1 2023 and held it in 4 quarters.
  • Kestra Private Wealth Services's Hecla Mining position peaked at $69.4K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2024.

Based on Kestra Private Wealth Services's 13F filing for Q1 2024, filed 2 May 2024.