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Oak Harbor Wealth Partners’s Solitario Resources XPL Stock Holding History

Oak Harbor Wealth Partners’s Portfolio XPL Stock Details XPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,000
Closed -$8K – 236
2022
Q1 		$8K Buy
+10,000
New +$6.24K ﹤0.01% 225

Other funds holding XPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Oak Harbor Wealth Partners's XPL Position: Q2 2022 in Review

Oak Harbor Wealth Partners sold out of Solitario Resources (XPL) in Q2 2022, closing a stake of 10,000 shares — an estimated $8K sold.

Oak Harbor Wealth Partners first reported a position in XPL in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 32 funds tracked by Wall St. Rank hold XPL as of Q2 2022.

  • Oak Harbor Wealth Partners reported no remaining Solitario Resources position as of Q2 2022 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 10,000 Solitario Resources shares in Q2 2022, an estimated $8K.
  • Oak Harbor Wealth Partners first reported a position in Solitario Resources in Q1 2022 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's Solitario Resources position peaked at $8K in Q1 2022.
  • 32 funds tracked by Wall St. Rank held Solitario Resources as of Q2 2022.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2022, filed 25 Jul 2022.