SWA
LODE icon

SOA Wealth Advisors’s Comstock LODE Stock Holding History

SOA Wealth Advisors’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
2025
Q1 		– Sell
-200
Closed -$1.6K – 903
2024
Q4 		$1.6K Buy
+200
New +$854 ﹤0.01% 705

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

SOA Wealth Advisors's LODE Position: Q1 2025 in Review

SOA Wealth Advisors sold out of Comstock (LODE) in Q1 2025, closing a stake of 200 shares — an estimated $1.6K sold.

SOA Wealth Advisors first reported a position in LODE in Q4 2024 and held it in 1 quarter. The position peaked at $1.6K in Q4 2024. 41 funds tracked by Wall St. Rank hold LODE as of Q1 2025.

  • SOA Wealth Advisors reported no remaining Comstock position as of Q1 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 200 Comstock shares in Q1 2025, an estimated $1.6K.
  • SOA Wealth Advisors first reported a position in Comstock in Q4 2024 and held it in 1 quarter.
  • SOA Wealth Advisors's Comstock position peaked at $1.6K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Comstock as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.