Next Financial Group’s Fortuna Silver Mines FSM Stock Holding History

Next Financial Group’s Portfolio FSM Stock Details FSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$3K	Buy	700 +200	+40%	+$823	﹤0.01%	2528
2021 Q3	$2K	Hold	500	–	–	﹤0.01%	2473
2021 Q2	$3K	Hold	500	–	–	﹤0.01%	2315
2021 Q1	$3K	Buy	500 +100	+25%	+$753	﹤0.01%	2220
2020 Q4	$3K	Buy	+400	New	+$2.77K	﹤0.01%	2093
2017 Q4	–	Sell	-450	Closed	-$2K	–	655
2017 Q3	$2K	Hold	450	–	–	﹤0.01%	1598
2017 Q2	$2K	Hold	450	–	–	﹤0.01%	1726
2017 Q1	$2K	Sell	450 -350	-44%	-$2.07K	﹤0.01%	1692
2016 Q4	$5K	Hold	800	–	–	﹤0.01%	1929
2016 Q3	$6K	Buy	800 +275	+52%	+$2.29K	﹤0.01%	1856
2016 Q2	$3K	Sell	525 -525	-50%	-$3.05K	﹤0.01%	1511
2016 Q1	$4K	Buy	+1,050	New	+$3.34K	﹤0.01%	1416
2014 Q4	–	Sell	-5,000	Closed	-$20K	–	2043
2014 Q3	$20K	Hold	5,000	–	–	﹤0.01%	1422
2014 Q2	$28K	Buy	+5,000	New	+$21.2K	0.01%	494

Other funds holding FSM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

EMG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Next Financial Group's FSM Position: Q4 2021 in Review

Next Financial Group increased its Fortuna Silver Mines (FSM) stake by 40% in Q4 2021, buying an estimated $823 and bringing the position to 700 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

Next Financial Group first reported a position in FSM in Q2 2014 and has held it in 14 quarters since. The position peaked at $28K in Q2 2014. 135 funds tracked by Wall St. Rank hold FSM as of Q4 2021.

Next Financial Group held 700 shares of Fortuna Silver Mines worth $3K as of Q4 2021.
Next Financial Group bought 200 Fortuna Silver Mines shares in Q4 2021, an estimated $823.
Fortuna Silver Mines made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2528 holding.
Next Financial Group first reported a position in Fortuna Silver Mines in Q2 2014 and has held it in 14 quarters since.
Next Financial Group's Fortuna Silver Mines position peaked at $28K in Q2 2014.
135 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.