Next Financial Group’s Hecla Mining HL Stock Holding History

Next Financial 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
2021 Q4	$1K	Buy	+206	New	+$1.15K	﹤0.01%	2739
2020 Q1	–	Sell	-1,900	Closed	-$6K	–	2234
2019 Q4	$6K	Hold	1,900	–	–	﹤0.01%	1915
2019 Q3	$3K	Hold	1,900	–	–	﹤0.01%	2014
2019 Q2	$3K	Hold	1,900	–	–	﹤0.01%	2014
2019 Q1	$4K	Hold	1,900	–	–	﹤0.01%	1306
2018 Q4	$4K	Hold	1,900	–	–	﹤0.01%	1604
2018 Q3	$5K	Buy	+1,900	New	+$5.8K	﹤0.01%	1160
2017 Q4	–	Sell	-1,000	Closed	-$5K	–	738
2017 Q3	$5K	Buy	+1,000	New	+$5.13K	﹤0.01%	1417
2017 Q1	–	Sell	-1,500	Closed	-$8K	–	2042
2016 Q4	$8K	Hold	1,500	–	–	﹤0.01%	1737
2016 Q3	$9K	Buy	+1,500	New	+$9.17K	﹤0.01%	1692
2015 Q2	–	Sell	-1,000	Closed	-$2K	–	1883
2015 Q1	$2K	Hold	1,000	–	–	﹤0.01%	1681
2014 Q4	$3K	Sell	1,000 -4,306	-81%	-$10.7K	﹤0.01%	1636
2014 Q3	$13K	Buy	5,306 +306	+6%	+$957	﹤0.01%	1635
2014 Q2	$16K	Buy	+5,000	New	+$15.3K	0.01%	660

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Next Financial Group opened a new position in Hecla Mining (HL) in Q4 2021: 206 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2739 among its holdings. This is a return to the name: Next Financial Group previously reported a position in HL as recently as Q4 2019.

Next Financial Group first reported a position in HL in Q2 2014 and has held it in 14 quarters since. The position peaked at $16K in Q2 2014. 265 funds tracked by Wall St. Rank hold HL as of Q4 2021.

Next Financial Group held 206 shares of Hecla Mining worth $1K as of Q4 2021.
Hecla Mining was a new Next Financial Group position in Q4 2021.
Hecla Mining made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2739 holding.
Next Financial Group first reported a position in Hecla Mining in Q2 2014 and has held it in 14 quarters since.
Next Financial Group's Hecla Mining position peaked at $16K in Q2 2014.
265 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2021.

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