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Kohmann Bosshard Financial Services’s Comstock LODE Stock Holding History

Kohmann Bosshard Financial Services’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
-1,800
Closed -$14.4K – 566
2024
Q4 		$14.4K Buy
+1,800
New +$7.69K ﹤0.01% 473

Other funds holding LODE

Vanguard Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Kohmann Bosshard Financial Services's LODE Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Comstock (LODE) in Q1 2025, closing a stake of 1,800 shares — an estimated $14.4K sold.

Kohmann Bosshard Financial Services first reported a position in LODE in Q4 2024 and held it in 1 quarter. The position peaked at $14.4K in Q4 2024. 41 funds tracked by Wall St. Rank hold LODE as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Comstock position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 1,800 Comstock shares in Q1 2025, an estimated $14.4K.
  • Kohmann Bosshard Financial Services first reported a position in Comstock in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Comstock position peaked at $14.4K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Comstock as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.