Linscomb Wealth’s Hecla Mining HL Stock Holding History

Linscomb Wealth’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
2023 Q2	–	Sell	-16,020	Closed	-$101K	–	276
2023 Q1	$101K	Sell	16,020 -688	-4%	-$3.95K	0.01%	284
2022 Q4	$92.9K	Buy	16,708 +1,708	+11%	+$8.49K	﹤0.01%	331
2022 Q3	$59K	Buy	15,000 +700	+5%	+$2.85K	﹤0.01%	283
2022 Q2	$56K	Buy	14,300 +2,000	+16%	+$10.4K	﹤0.01%	286
2022 Q1	$81K	Buy	12,300 +2,000	+19%	+$11.6K	﹤0.01%	343
2021 Q4	$54K	Buy	+10,300	New	+$57.6K	﹤0.01%	338
2017 Q4	–	Sell	-45,000	Closed	-$226K	–	276
2017 Q3	$226K	Buy	+45,000	New	+$231K	0.02%	243

Other funds holding HL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Linscomb Wealth's HL Position: Q2 2023 in Review

Linscomb Wealth sold out of Hecla Mining (HL) in Q2 2023, closing a stake of 16,020 shares — an estimated $101K sold.

Linscomb Wealth first reported a position in HL in Q3 2017 and held it in 7 quarters. The position peaked at $226K in Q3 2017. 297 funds tracked by Wall St. Rank hold HL as of Q2 2023.

Linscomb Wealth reported no remaining Hecla Mining position as of Q2 2023 after selling out during the quarter.
Linscomb Wealth sold 16,020 Hecla Mining shares in Q2 2023, an estimated $101K.
Linscomb Wealth first reported a position in Hecla Mining in Q3 2017 and held it in 7 quarters.
Linscomb Wealth's Hecla Mining position peaked at $226K in Q3 2017.
297 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2023.

Based on Linscomb Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.