Stonebridge Capital Advisors’s Fortuna Silver Mines FSM Stock Holding History

Stonebridge Capital Advisors’s Portfolio FSM Stock Details FSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$544	–	435
2023 Q3	$544	Hold	200	–	–	﹤0.01%	884
2023 Q2	$648	Hold	200	–	–	﹤0.01%	883
2023 Q1	$764	Hold	200	–	–	﹤0.01%	875
2022 Q4	$750	Hold	200	–	–	﹤0.01%	883
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	894
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	867
2022 Q1	$1K	Hold	200	–	–	﹤0.01%	959
2021 Q4	$1K	Hold	200	–	–	﹤0.01%	908
2021 Q3	$1K	Hold	200	–	–	﹤0.01%	886
2021 Q2	$1K	Buy	+200	New	+$1.32K	﹤0.01%	983

Other funds holding FSM

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

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

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Stonebridge Capital Advisors's FSM Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Fortuna Silver Mines (FSM) in Q4 2023, closing a stake of 200 shares — an estimated $544 sold.

Stonebridge Capital Advisors first reported a position in FSM in Q2 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 156 funds tracked by Wall St. Rank hold FSM as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Fortuna Silver Mines position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 200 Fortuna Silver Mines shares in Q4 2023, an estimated $544.
Stonebridge Capital Advisors first reported a position in Fortuna Silver Mines in Q2 2021 and held it in 10 quarters.
Stonebridge Capital Advisors's Fortuna Silver Mines position peaked at $1K in Q3 2022.
156 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.