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Optimum Investment Advisors’s Comstock LODE Stock Holding History

Optimum Investment Advisors’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-300
Closed -$11K – 887
2021
Q2 		$11K Hold
300
– – ﹤0.01% 743
2021
Q1 		$14K Buy
+300
New +$9.77K ﹤0.01% 724

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Optimum Investment Advisors's LODE Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Comstock (LODE) in Q3 2021, closing a stake of 300 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in LODE in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 43 funds tracked by Wall St. Rank hold LODE as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Comstock position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 Comstock shares in Q3 2021, an estimated $11K.
  • Optimum Investment Advisors first reported a position in Comstock in Q1 2021 and held it in 2 quarters.
  • Optimum Investment Advisors's Comstock position peaked at $14K in Q1 2021.
  • 43 funds tracked by Wall St. Rank held Comstock as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.