Newbridge Financial Services Group’s Hecla Mining HL Stock Holding History

Newbridge Financial Services Group’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
2024 Q1	–	Sell	-1,750	Closed	-$8.42K	–	1225
2023 Q4	$8.42K	Hold	1,750	–	–	﹤0.01%	773
2023 Q3	$6.84K	Hold	1,750	–	–	﹤0.01%	894
2023 Q2	$9.01K	Sell	1,750 -3,000	-63%	-$17.1K	﹤0.01%	907
2023 Q1	$30.1K	Buy	4,750 +250	+6%	+$1.44K	0.02%	592
2022 Q4	$25K	Buy	4,500 +3,000	+200%	+$14.9K	0.01%	649
2022 Q3	$6K	Hold	1,500	–	–	﹤0.01%	1002
2022 Q2	$6K	Sell	1,500 -215	-13%	-$1.12K	﹤0.01%	973
2022 Q1	$11K	Buy	1,715 +215	+14%	+$1.24K	0.01%	913
2021 Q4	$8K	Sell	1,500 -4,000	-73%	-$22.4K	﹤0.01%	966
2021 Q3	$30K	Sell	5,500 -10,000	-65%	-$62.3K	0.02%	554
2021 Q2	$115K	Sell	15,500 -62,037	-80%	-$466K	0.07%	255
2021 Q1	$441K	Buy	77,537 +70,000	+929%	+$427K	0.32%	70
2020 Q4	$49K	Hold	7,537	–	–	0.04%	337
2020 Q3	$38K	Buy	+7,537	New	+$39.8K	0.04%	358

Other funds holding HL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Newbridge Financial Services Group's HL Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Hecla Mining (HL) in Q1 2024, closing a stake of 1,750 shares — an estimated $8.42K sold.

Newbridge Financial Services Group first reported a position in HL in Q3 2020 and held it in 14 quarters. The position peaked at $441K in Q1 2021. 303 funds tracked by Wall St. Rank hold HL as of Q1 2024.

Newbridge Financial Services Group reported no remaining Hecla Mining position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 1,750 Hecla Mining shares in Q1 2024, an estimated $8.42K.
Newbridge Financial Services Group first reported a position in Hecla Mining in Q3 2020 and held it in 14 quarters.
Newbridge Financial Services Group's Hecla Mining position peaked at $441K in Q1 2021.
303 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.