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Sugarloaf Wealth Management’s Fortuna Silver Mines FSM Stock Holding History

Sugarloaf Wealth Management’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
Q1 		– Sell
-2,939
Closed -$11K – 736
2022
Q4 		$11K Buy
+2,939
New +$9.71K ﹤0.01% 484
2020
Q2 		– Sell
-600
Closed -$1K – 690
2020
Q1 		$1K Sell
600
-300
-33% -$1.02K ﹤0.01% 645
2019
Q4 		$4K Buy
+900
New +$2.94K ﹤0.01% 569

Other funds holding FSM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sugarloaf Wealth Management's FSM Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Fortuna Silver Mines (FSM) in Q1 2023, closing a stake of 2,939 shares — an estimated $11K sold.

Sugarloaf Wealth Management first reported a position in FSM in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2022. 135 funds tracked by Wall St. Rank hold FSM as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Fortuna Silver Mines position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2,939 Fortuna Silver Mines shares in Q1 2023, an estimated $11K.
  • Sugarloaf Wealth Management first reported a position in Fortuna Silver Mines in Q4 2019 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Fortuna Silver Mines position peaked at $11K in Q4 2022.
  • 135 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.