LWANC
SMTS

Laurel Wealth Advisors (North Carolina)’s Sierra Metals Inc. Common Stock SMTS Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio SMTS Stock Details SMTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-774
Closed -$1K – 639
2022
Q2 		$1K Hold
774
– – ﹤0.01% 626
2022
Q1 		$1K Hold
774
– – ﹤0.01% 662
2021
Q4 		$1K Hold
774
– – ﹤0.01% 660
2021
Q3 		$1K Hold
774
– – ﹤0.01% 664
2021
Q2 		$2K Buy
+774
New +$2.56K ﹤0.01% 704

Other funds holding SMTS

ARC
Arias Resource Capital George Town, Grand Cayman, Cayman Islands $58.6M AUM 26.15% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SMTS Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Sierra Metals Inc. Common Stock (SMTS) in Q3 2022, closing a stake of 774 shares — an estimated $1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SMTS in Q2 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 28 funds tracked by Wall St. Rank hold SMTS as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Sierra Metals Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 774 Sierra Metals Inc. Common Stock shares in Q3 2022, an estimated $1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Sierra Metals Inc. Common Stock in Q2 2021 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Sierra Metals Inc. Common Stock position peaked at $2K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Sierra Metals Inc. Common Stock as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.