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SWM
SeaCrest Wealth Management’s
Hecla Mining
HL
Stock Holding History
SeaCrest Wealth Management’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
2022
Q3
–
Sell
-43,670
Closed
-$171K
–
997
2022
Q2
$171K
Buy
43,670
+7,900
+22%
+$41.1K
0.02%
662
2022
Q1
$235K
Sell
35,770
-4,700
-12%
-$27.2K
0.03%
600
2021
Q4
$211K
Sell
40,470
-4,150
-9%
-$23.2K
0.02%
631
2021
Q3
$245K
Hold
44,620
–
–
0.03%
556
2021
Q2
$332K
Buy
44,620
+1,000
+2%
+$7.51K
0.04%
464
2021
Q1
$248K
Sell
43,620
-2,084
-5%
-$12.7K
0.03%
524
2020
Q4
$296K
Buy
45,704
+23,150
+103%
+$123K
0.04%
435
2020
Q3
$115K
Buy
+22,554
New
+$119K
0.02%
559
2019
Q2
–
Sell
-1,404
Closed
-$3K
–
1082
2019
Q1
$3K
Hold
1,404
–
–
﹤0.01%
1845
2018
Q4
$3K
Hold
1,404
–
–
﹤0.01%
1825
2018
Q3
$4K
Hold
1,404
–
–
﹤0.01%
1920
2018
Q2
$5K
Hold
1,404
–
–
﹤0.01%
1814
2018
Q1
$5K
Hold
1,404
–
–
﹤0.01%
1786
2017
Q4
$6K
Buy
+1,404
New
+$6.1K
﹤0.01%
1755
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$6.9T AUM
27.45%
1-Year Est. Return
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$133B AUM
72.99%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
State Street
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$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
EMG
ETF Managers Group
Summit, New Jersey
$3.1B AUM
17.12%
1-Year Est. Return
JAM
Jupiter Asset Management
London, United Kingdom
$18.8B AUM
29.2%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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