SkyOak Wealth’s Hecla Mining HL Stock Holding History

SkyOak Wealth’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
2021 Q1	–	Sell	-10,100	Closed	-$65K	–	240
2020 Q4	$65K	Buy	10,100 +100	+1%	+$533	0.02%	214
2020 Q3	$51K	Hold	10,000	–	–	0.02%	202
2020 Q2	$33K	Hold	10,000	–	–	0.01%	236
2020 Q1	$18K	Hold	10,000	–	–	0.01%	209
2019 Q4	$34K	Buy	+10,000	New	+$24.5K	0.01%	306

Other funds holding HL

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

SkyOak Wealth's HL Position: Q1 2021 in Review

SkyOak Wealth sold out of Hecla Mining (HL) in Q1 2021, closing a stake of 10,100 shares — an estimated $65K sold.

SkyOak Wealth first reported a position in HL in Q4 2019 and held it in 5 quarters. The position peaked at $65K in Q4 2020. 262 funds tracked by Wall St. Rank hold HL as of Q1 2021.

SkyOak Wealth reported no remaining Hecla Mining position as of Q1 2021 after selling out during the quarter.
SkyOak Wealth sold 10,100 Hecla Mining shares in Q1 2021, an estimated $65K.
SkyOak Wealth first reported a position in Hecla Mining in Q4 2019 and held it in 5 quarters.
SkyOak Wealth's Hecla Mining position peaked at $65K in Q4 2020.
262 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2021.

Based on SkyOak Wealth's 13F filing for Q1 2021, filed 29 Apr 2021.