LM Advisors’s Comstock LODE Stock Holding History

LM Advisors’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
2024 Q1	–	Sell	-500	Closed	-$2.74K	–	504
2023 Q4	$2.74K	Buy	+500	New	+$2.29K	﹤0.01%	634

Other funds holding LODE

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LM Advisors's LODE Position: Q1 2024 in Review

LM Advisors sold out of Comstock (LODE) in Q1 2024, closing a stake of 500 shares — an estimated $2.74K sold.

LM Advisors first reported a position in LODE in Q4 2023 and held it in 1 quarter. The position peaked at $2.74K in Q4 2023. 49 funds tracked by Wall St. Rank hold LODE as of Q1 2024.

LM Advisors reported no remaining Comstock position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 500 Comstock shares in Q1 2024, an estimated $2.74K.
LM Advisors first reported a position in Comstock in Q4 2023 and held it in 1 quarter.
LM Advisors's Comstock position peaked at $2.74K in Q4 2023.
49 funds tracked by Wall St. Rank held Comstock as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.