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Nations Financial Group’s Comstock LODE Stock Holding History

Nations Financial Group’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
-1,000
Closed -$5.48K – 637
2023
Q4 		$5.48K Buy
+1,000
New +$4.57K ﹤0.01% 619

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nations Financial Group's LODE Position: Q1 2024 in Review

Nations Financial Group sold out of Comstock (LODE) in Q1 2024, closing a stake of 1,000 shares — an estimated $5.48K sold.

Nations Financial Group first reported a position in LODE in Q4 2023 and held it in 1 quarter. The position peaked at $5.48K in Q4 2023. 49 funds tracked by Wall St. Rank hold LODE as of Q1 2024.

  • Nations Financial Group reported no remaining Comstock position as of Q1 2024 after selling out during the quarter.
  • Nations Financial Group sold 1,000 Comstock shares in Q1 2024, an estimated $5.48K.
  • Nations Financial Group first reported a position in Comstock in Q4 2023 and held it in 1 quarter.
  • Nations Financial Group's Comstock position peaked at $5.48K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Comstock as of Q1 2024.

Based on Nations Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.