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Laidlaw Wealth Management’s Fortuna Silver Mines FSM Stock Holding History

Laidlaw Wealth Management’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
2023
Q3 		– Sell
-15,000
Closed -$48.6K – 303
2023
Q2 		$48.6K Hold
15,000
– – 0.01% 345
2023
Q1 		$57.3K Hold
15,000
– – 0.01% 350
2022
Q4 		$56.3K Hold
15,000
– – 0.01% 357
2022
Q3 		$38K Hold
15,000
– – 0.01% 320
2022
Q2 		$43K Hold
15,000
– – 0.01% 369
2022
Q1 		$57K Hold
15,000
– – 0.01% 390
2021
Q4 		$59K Buy
+15,000
New +$61.7K 0.01% 387
2021
Q1 		– Sell
-36,500
Closed -$301K – 267
2020
Q4 		$301K Buy
+36,500
New +$253K 0.06% 262

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EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Laidlaw Wealth Management's FSM Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Fortuna Silver Mines (FSM) in Q3 2023, closing a stake of 15,000 shares — an estimated $48.6K sold.

Laidlaw Wealth Management first reported a position in FSM in Q4 2020 and held it in 8 quarters. The position peaked at $301K in Q4 2020. 135 funds tracked by Wall St. Rank hold FSM as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Fortuna Silver Mines position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 15,000 Fortuna Silver Mines shares in Q3 2023, an estimated $48.6K.
  • Laidlaw Wealth Management first reported a position in Fortuna Silver Mines in Q4 2020 and held it in 8 quarters.
  • Laidlaw Wealth Management's Fortuna Silver Mines position peaked at $301K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.