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Sound View Wealth Advisors Group’s Comstock LODE Stock Holding History

Sound View Wealth Advisors Group’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
-1,500
Closed -$12K – 423
2024
Q4 		$12K Hold
1,500
– – ﹤0.01% 415
2024
Q3 		$7.09K Buy
+1,500
New +$3.46K ﹤0.01% 407
2024
Q1 		– Sell
-1,500
Closed -$8.22K – 384
2023
Q4 		$8.22K Hold
1,500
– – ﹤0.01% 384
2023
Q3 		$6.15K Hold
1,500
– – ﹤0.01% 365
2023
Q2 		$10.9K Buy
+1,500
New +$9.3K ﹤0.01% 362
2023
Q1 		– Sell
-1,500
Closed -$8.22K – 393
2022
Q4 		$8.22K Buy
+1,500
New +$5.46K ﹤0.01% 384

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 $2.58B AUM 36.93% 1-Year Est. Return

Sound View Wealth Advisors Group's LODE Position: Q1 2025 in Review

Sound View Wealth Advisors Group sold out of Comstock (LODE) in Q1 2025, closing a stake of 1,500 shares — an estimated $12K sold.

Sound View Wealth Advisors Group first reported a position in LODE in Q4 2022 and held it in 6 quarters. The position peaked at $12K in Q4 2024. 41 funds tracked by Wall St. Rank hold LODE as of Q1 2025.

  • Sound View Wealth Advisors Group reported no remaining Comstock position as of Q1 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,500 Comstock shares in Q1 2025, an estimated $12K.
  • Sound View Wealth Advisors Group first reported a position in Comstock in Q4 2022 and held it in 6 quarters.
  • Sound View Wealth Advisors Group's Comstock position peaked at $12K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Comstock as of Q1 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2025, filed 8 May 2025.