Modera Wealth Management’s Hecla Mining HL Stock Holding History

Modera 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
2022 Q1	–	Sell	-13,636	Closed	-$71K	–	461
2021 Q4	$71K	Buy	+13,636	New	+$76.2K	﹤0.01%	592

Other funds holding HL

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EMG

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Modera Wealth Management's HL Position: Q1 2022 in Review

Modera Wealth Management sold out of Hecla Mining (HL) in Q1 2022, closing a stake of 13,636 shares — an estimated $71K sold.

Modera Wealth Management first reported a position in HL in Q4 2021 and held it in 1 quarter. The position peaked at $71K in Q4 2021. 292 funds tracked by Wall St. Rank hold HL as of Q1 2022.

Modera Wealth Management reported no remaining Hecla Mining position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 13,636 Hecla Mining shares in Q1 2022, an estimated $71K.
Modera Wealth Management first reported a position in Hecla Mining in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Hecla Mining position peaked at $71K in Q4 2021.
292 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.