Selective Wealth Management’s Hecla Mining HL Stock Holding History

Selective 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 Q4	–	Sell	-246	Closed	-$1K	–	371
2022 Q3	$1K	Buy	246 +46	+23%	+$187	﹤0.01%	725
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	721
2022 Q1	$1K	Hold	200	–	–	﹤0.01%	686
2021 Q4	$1K	Hold	200	–	–	﹤0.01%	634
2021 Q3	$1K	Hold	200	–	–	﹤0.01%	561
2021 Q2	$1K	Hold	200	–	–	﹤0.01%	479
2021 Q1	$1K	Buy	+200	New	+$1.22K	﹤0.01%	372

Other funds holding HL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Selective Wealth Management's HL Position: Q4 2022 in Review

Selective Wealth Management sold out of Hecla Mining (HL) in Q4 2022, closing a stake of 246 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in HL in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 290 funds tracked by Wall St. Rank hold HL as of Q4 2022.

Selective Wealth Management reported no remaining Hecla Mining position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 246 Hecla Mining shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in Hecla Mining in Q1 2021 and held it in 7 quarters.
Selective Wealth Management's Hecla Mining position peaked at $1K in Q3 2022.
290 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.