SFS
LODE icon

Sowell Financial Services’s Comstock LODE Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1
Closed – – 1771
2021
Q1 		$0 Buy
+1
New +$33 ﹤0.01% 3216
2020
Q2 		– Sell
-78
Closed – – 2578
2020
Q1 		$0 Hold
78
– – ﹤0.01% 2580
2019
Q4 		$0 Buy
+78
New +$335 ﹤0.01% 2595

Other funds holding LODE

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Sowell Financial Services's LODE Position: Q2 2021 in Review

Sowell Financial Services sold out of Comstock (LODE) in Q2 2021, closing a stake of 1 share.

Sowell Financial Services first reported a position in LODE in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q1 2021. 48 funds tracked by Wall St. Rank hold LODE as of Q2 2021.

  • Sowell Financial Services reported no remaining Comstock position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1 Comstock share in Q2 2021.
  • Sowell Financial Services first reported a position in Comstock in Q4 2019 and held it in 3 quarters.
  • Sowell Financial Services's Comstock position peaked at $0 in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Comstock as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.