MWM
LODE icon

Mission Wealth Management’s Comstock LODE Stock Holding History

Mission 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
2025
Q1 		– Sell
-8,537
Closed -$68.3K – 692
2024
Q4 		$68.3K Hold
8,537
– – ﹤0.01% 648
2024
Q3 		$40.4K Hold
8,537
– – ﹤0.01% 673
2024
Q2 		$14K Hold
8,537
– – ﹤0.01% 667
2024
Q1 		$31.1K Hold
8,537
– – ﹤0.01% 675
2023
Q4 		$46.8K Buy
+8,537
New +$39.1K ﹤0.01% 579

Other funds holding LODE

Vanguard Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Mission Wealth Management's LODE Position: Q1 2025 in Review

Mission Wealth Management sold out of Comstock (LODE) in Q1 2025, closing a stake of 8,537 shares — an estimated $68.3K sold.

Mission Wealth Management first reported a position in LODE in Q4 2023 and held it in 5 quarters. The position peaked at $68.3K in Q4 2024. 41 funds tracked by Wall St. Rank hold LODE as of Q1 2025.

  • Mission Wealth Management reported no remaining Comstock position as of Q1 2025 after selling out during the quarter.
  • Mission Wealth Management sold 8,537 Comstock shares in Q1 2025, an estimated $68.3K.
  • Mission Wealth Management first reported a position in Comstock in Q4 2023 and held it in 5 quarters.
  • Mission Wealth Management's Comstock position peaked at $68.3K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Comstock as of Q1 2025.

Based on Mission Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.