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NewSquare Capital’s Hecla Mining HL Stock Holding History

NewSquare Capital’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
2023
Q3 		– Sell
-305
Closed -$1.57K – 719
2023
Q2 		$1.57K Hold
305
– – ﹤0.01% 552
2023
Q1 		$1.93K Buy
305
+55
+22% +$316 ﹤0.01% 575
2022
Q4 		$1.39K Buy
+250
New +$1.24K ﹤0.01% 536

Other funds holding HL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewSquare Capital's HL Position: Q3 2023 in Review

NewSquare Capital sold out of Hecla Mining (HL) in Q3 2023, closing a stake of 305 shares — an estimated $1.57K sold.

NewSquare Capital first reported a position in HL in Q4 2022 and held it in 3 quarters. The position peaked at $1.93K in Q1 2023. 291 funds tracked by Wall St. Rank hold HL as of Q3 2023.

  • NewSquare Capital reported no remaining Hecla Mining position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 305 Hecla Mining shares in Q3 2023, an estimated $1.57K.
  • NewSquare Capital first reported a position in Hecla Mining in Q4 2022 and held it in 3 quarters.
  • NewSquare Capital's Hecla Mining position peaked at $1.93K in Q1 2023.
  • 291 funds tracked by Wall St. Rank held Hecla Mining as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.