PFGIA
LODE icon

Patriot Financial Group Insurance Agency’s Comstock LODE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-25
Closed – – 1277
2022
Q2 		$0 Hold
25
– – ﹤0.01% 2112
2022
Q1 		$0 Hold
25
– – ﹤0.01% 2164
2021
Q4 		$0 Hold
25
– – ﹤0.01% 2209
2021
Q3 		$1K Hold
25
– – ﹤0.01% 2064
2021
Q2 		$1K Hold
25
– – ﹤0.01% 1989
2021
Q1 		$1K Buy
+25
New +$814 ﹤0.01% 1893

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LODE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Comstock (LODE) in Q3 2022, closing a stake of 25 shares.

Patriot Financial Group Insurance Agency first reported a position in LODE in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 35 funds tracked by Wall St. Rank hold LODE as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Comstock position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 25 Comstock shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Comstock in Q1 2021 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Comstock position peaked at $1K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Comstock as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.