OFA
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Oak Family Advisors’s Hecla Mining HL Stock Holding History

Oak Family Advisors’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
Q4 		– Sell
-11,454
Closed -$76.4K – 133
2024
Q3 		$76.4K Buy
11,454
+58
+0.5% +$339 0.02% 129
2024
Q2 		$55.3K Buy
+11,396
New +$60.8K 0.02% 122

Other funds holding HL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Oak Family Advisors's HL Position: Q4 2024 in Review

Oak Family Advisors sold out of Hecla Mining (HL) in Q4 2024, closing a stake of 11,454 shares — an estimated $76.4K sold.

Oak Family Advisors first reported a position in HL in Q2 2024 and held it in 2 quarters. The position peaked at $76.4K in Q3 2024. 372 funds tracked by Wall St. Rank hold HL as of Q4 2024.

  • Oak Family Advisors reported no remaining Hecla Mining position as of Q4 2024 after selling out during the quarter.
  • Oak Family Advisors sold 11,454 Hecla Mining shares in Q4 2024, an estimated $76.4K.
  • Oak Family Advisors first reported a position in Hecla Mining in Q2 2024 and held it in 2 quarters.
  • Oak Family Advisors's Hecla Mining position peaked at $76.4K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2024.

Based on Oak Family Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.