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Soundmark Wealth Management’s Solitario Resources XPL Stock Holding History

Soundmark Wealth Management’s Portfolio XPL Stock Details XPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,100
Closed -$11.5K – 70
2024
Q1 		$11.5K Hold
19,100
– – 0.01% 70
2023
Q4 		$10.7K Hold
19,100
– – 0.01% 64
2023
Q3 		$10.4K Hold
19,100
– – 0.01% 61
2023
Q2 		$11K Hold
19,100
– – 0.01% 60
2023
Q1 		$12.6K Hold
19,100
– – 0.01% 57
2022
Q4 		$11.8K Hold
19,100
– – 0.01% 56
2022
Q3 		$9K Hold
19,100
– – 0.01% 58
2022
Q2 		$11K Hold
19,100
– – 0.01% 58
2022
Q1 		$16K Hold
19,100
– – 0.01% 59
2021
Q4 		$10K Hold
19,100
– – 0.01% 59
2021
Q3 		$11K Hold
19,100
– – ﹤0.01% 68
2021
Q2 		$12K Hold
19,100
– – ﹤0.01% 64
2021
Q1 		$16K Hold
19,100
– – 0.01% 67
2020
Q4 		$11K Buy
+19,100
New +$8.96K 0.01% 60

Other funds holding XPL

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Soundmark Wealth Management's XPL Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Solitario Resources (XPL) in Q2 2024, closing a stake of 19,100 shares — an estimated $11.5K sold.

Soundmark Wealth Management first reported a position in XPL in Q4 2020 and held it in 14 quarters. The position peaked at $16K in Q1 2022. 36 funds tracked by Wall St. Rank hold XPL as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Solitario Resources position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 19,100 Solitario Resources shares in Q2 2024, an estimated $11.5K.
  • Soundmark Wealth Management first reported a position in Solitario Resources in Q4 2020 and held it in 14 quarters.
  • Soundmark Wealth Management's Solitario Resources position peaked at $16K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held Solitario Resources as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.