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Kingswood Wealth Advisors’s Fortuna Silver Mines FSM Stock Holding History

Kingswood Wealth Advisors’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,034
Closed -$105K – 812
2025
Q2 		$105K Buy
16,034
+126
+0.8% +$781 0.01% 731
2025
Q1 		$97K Hold
15,908
– – 0.01% 708
2024
Q4 		$68.2K Buy
+15,908
New +$75.9K 0.01% 767
2024
Q2 		– Sell
-15,783
Closed -$58.9K – 683
2024
Q1 		$58.9K Sell
15,783
-10,000
-39% -$32K 0.01% 606
2023
Q4 		$99.5K Buy
+25,783
New +$86.2K 0.01% 615

Other funds holding FSM

VanEck Associates
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Kingswood Wealth Advisors's FSM Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Fortuna Silver Mines (FSM) in Q3 2025, closing a stake of 16,034 shares — an estimated $105K sold.

Kingswood Wealth Advisors first reported a position in FSM in Q4 2023 and held it in 5 quarters. The position peaked at $105K in Q2 2025. 214 funds tracked by Wall St. Rank hold FSM as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Fortuna Silver Mines position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 16,034 Fortuna Silver Mines shares in Q3 2025, an estimated $105K.
  • Kingswood Wealth Advisors first reported a position in Fortuna Silver Mines in Q4 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Fortuna Silver Mines position peaked at $105K in Q2 2025.
  • 214 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.