Masso Torrence Wealth Management’s Comstock LODE Stock Holding History

Masso Torrence Wealth Management’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 Q4	–	Sell	-1,175	Closed	-$5.56K	–	102
2024 Q3	$5.56K	Hold	1,175	–	–	﹤0.01%	93
2024 Q2	$1.93K	Hold	1,175	–	–	﹤0.01%	94
2024 Q1	$4.28K	Hold	1,175	–	–	﹤0.01%	93
2023 Q4	$6.44K	Hold	1,175	–	–	﹤0.01%	90
2023 Q3	$4.82K	Hold	1,175	–	–	﹤0.01%	84
2023 Q2	$8.57K	Buy	+1,175	New	+$7.28K	0.01%	85
2022 Q1	–	Sell	-700	Closed	-$9K	–	237
2021 Q4	$9K	Buy	+700	New	+$13.7K	0.01%	273

Other funds holding LODE

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

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

QPWM

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Masso Torrence Wealth Management's LODE Position: Q4 2024 in Review

Masso Torrence Wealth Management sold out of Comstock (LODE) in Q4 2024, closing a stake of 1,175 shares — an estimated $5.56K sold.

Masso Torrence Wealth Management first reported a position in LODE in Q4 2021 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 61 funds tracked by Wall St. Rank hold LODE as of Q4 2024.

Masso Torrence Wealth Management reported no remaining Comstock position as of Q4 2024 after selling out during the quarter.
Masso Torrence Wealth Management sold 1,175 Comstock shares in Q4 2024, an estimated $5.56K.
Masso Torrence Wealth Management first reported a position in Comstock in Q4 2021 and held it in 7 quarters.
Masso Torrence Wealth Management's Comstock position peaked at $9K in Q4 2021.
61 funds tracked by Wall St. Rank held Comstock as of Q4 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.