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Stonehaven Wealth & Tax Solutions’s Hudbay HBM Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio HBM Stock Details HBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,970
Closed -$121K – 80
2024
Q4 		$121K Buy
+14,970
New +$134K 0.13% 81

Other funds holding HBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
L1 Capital
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
EdgePoint Investment Group
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Condire Management Dallas, Texas $942M AUM 83.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's HBM Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Hudbay (HBM) in Q1 2025, closing a stake of 14,970 shares — an estimated $121K sold.

Stonehaven Wealth & Tax Solutions first reported a position in HBM in Q4 2024 and held it in 1 quarter. The position peaked at $121K in Q4 2024. 211 funds tracked by Wall St. Rank hold HBM as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Hudbay position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 14,970 Hudbay shares in Q1 2025, an estimated $121K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Hudbay in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Hudbay position peaked at $121K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Hudbay as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.