SOA Wealth Advisors’s Caledonia Mining Corp CMCL Stock Holding History

SOA Wealth Advisors’s Portfolio CMCL Stock Details CMCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-600	Closed	-$6K	–	912
2021 Q4	$6K	Hold	600	–	–	﹤0.01%	632
2021 Q3	$7K	Hold	600	–	–	﹤0.01%	634
2021 Q2	$7K	Hold	600	–	–	﹤0.01%	624
2021 Q1	$8K	Hold	600	–	–	﹤0.01%	541
2020 Q4	$9K	Buy	+600	New	+$9.92K	﹤0.01%	524

Other funds holding CMCL

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SOA Wealth Advisors's CMCL Position: Q1 2022 in Review

SOA Wealth Advisors sold out of Caledonia Mining Corp (CMCL) in Q1 2022, closing a stake of 600 shares — an estimated $6K sold.

SOA Wealth Advisors first reported a position in CMCL in Q4 2020 and held it in 5 quarters. The position peaked at $9K in Q4 2020. 30 funds tracked by Wall St. Rank hold CMCL as of Q1 2022.

SOA Wealth Advisors reported no remaining Caledonia Mining Corp position as of Q1 2022 after selling out during the quarter.
SOA Wealth Advisors sold 600 Caledonia Mining Corp shares in Q1 2022, an estimated $6K.
SOA Wealth Advisors first reported a position in Caledonia Mining Corp in Q4 2020 and held it in 5 quarters.
SOA Wealth Advisors's Caledonia Mining Corp position peaked at $9K in Q4 2020.
30 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q1 2022.

Based on SOA Wealth Advisors's 13F filing for Q1 2022, filed 7 Apr 2022.