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Milestone Wealth’s Fortuna Silver Mines FSM Stock Holding History

Milestone Wealth’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$7K Hold
2,674
– – 0.01% 185
2022
Q2 		$8K Sell
2,674
-2,673
-50% -$9.31K 0.01% 174
2022
Q1 		$21K Hold
5,347
– – 0.02% 180
2021
Q4 		$21K Buy
+5,347
New +$22K 0.02% 180

Other funds holding FSM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Milestone Wealth's FSM Position: Q3 2022 in Review

Milestone Wealth held its Fortuna Silver Mines (FSM) position steady in Q3 2022 at 2,674 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #185.

Milestone Wealth first reported a position in FSM in Q4 2021 and has held it in 4 quarters since. The position peaked at $21K in Q1 2022. 120 funds tracked by Wall St. Rank hold FSM as of Q3 2022.

  • Milestone Wealth held 2,674 shares of Fortuna Silver Mines worth $7K as of Q3 2022.
  • Milestone Wealth left its Fortuna Silver Mines share count unchanged in Q3 2022.
  • Fortuna Silver Mines made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #185 holding.
  • Milestone Wealth first reported a position in Fortuna Silver Mines in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Fortuna Silver Mines position peaked at $21K in Q1 2022.
  • 120 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.