Litman Gregory Wealth Management’s Hecla Mining HL Stock Holding History

Litman Gregory Wealth Management’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
2021 Q2	–	Sell	-700	Closed	-$4K	–	111
2021 Q1	$4K	Hold	700	–	–	﹤0.01%	171
2020 Q4	$5K	Hold	700	–	–	﹤0.01%	164
2020 Q3	$4K	Hold	700	–	–	﹤0.01%	184
2020 Q2	$2K	Hold	700	–	–	﹤0.01%	160
2020 Q1	$1K	Hold	700	–	–	﹤0.01%	159
2019 Q4	$2K	Hold	700	–	–	﹤0.01%	197
2019 Q3	$1K	Hold	700	–	–	﹤0.01%	206
2019 Q2	$1K	Hold	700	–	–	﹤0.01%	231
2019 Q1	$2K	Hold	700	–	–	﹤0.01%	129
2018 Q4	$2K	Hold	700	–	–	﹤0.01%	143
2018 Q3	$2K	Hold	700	–	–	﹤0.01%	110
2018 Q2	$2K	Hold	700	–	–	﹤0.01%	91
2018 Q1	$3K	Hold	700	–	–	﹤0.01%	157
2017 Q4	$3K	Hold	700	–	–	﹤0.01%	71
2017 Q3	$4K	Hold	700	–	–	﹤0.01%	72
2017 Q2	$4K	Buy	+700	New	+$3.88K	﹤0.01%	48

Other funds holding HL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JAM

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

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Litman Gregory Wealth Management's HL Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Hecla Mining (HL) in Q2 2021, closing a stake of 700 shares — an estimated $4K sold.

Litman Gregory Wealth Management first reported a position in HL in Q2 2017 and held it in 16 quarters. The position peaked at $5K in Q4 2020. 271 funds tracked by Wall St. Rank hold HL as of Q2 2021.

Litman Gregory Wealth Management reported no remaining Hecla Mining position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 700 Hecla Mining shares in Q2 2021, an estimated $4K.
Litman Gregory Wealth Management first reported a position in Hecla Mining in Q2 2017 and held it in 16 quarters.
Litman Gregory Wealth Management's Hecla Mining position peaked at $5K in Q4 2020.
271 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.