Valeo Financial Advisors’s Fortuna Silver Mines FSM Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-1,900	Closed	-$12K	–	994
2021 Q1	$12K	Sell	1,900 -3,577	-65%	-$26.9K	﹤0.01%	1310
2020 Q4	$45K	Buy	5,477 +400	+8%	+$2.77K	﹤0.01%	814
2020 Q3	$32K	Buy	5,077 +445	+10%	+$2.86K	﹤0.01%	787
2020 Q2	$24K	Buy	4,632 +1,308	+39%	+$4.73K	﹤0.01%	991
2020 Q1	$8K	Buy	3,324 +1,824	+122%	+$6.18K	﹤0.01%	1162
2019 Q4	$6K	Sell	1,500 -1,700	-53%	-$5.56K	﹤0.01%	1231
2019 Q3	$10K	Buy	3,200 +1,000	+45%	+$3.65K	﹤0.01%	1021
2019 Q2	$6K	Buy	2,200 +700	+47%	+$2.02K	﹤0.01%	1148
2019 Q1	$5K	Buy	+1,500	New	+$5.55K	﹤0.01%	1158

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return

EPAM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Valeo Financial Advisors's FSM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Fortuna Silver Mines (FSM) in Q2 2021, closing a stake of 1,900 shares — an estimated $12K sold.

Valeo Financial Advisors first reported a position in FSM in Q1 2019 and held it in 9 quarters. The position peaked at $45K in Q4 2020. 160 funds tracked by Wall St. Rank hold FSM as of Q2 2021.

Valeo Financial Advisors reported no remaining Fortuna Silver Mines position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,900 Fortuna Silver Mines shares in Q2 2021, an estimated $12K.
Valeo Financial Advisors first reported a position in Fortuna Silver Mines in Q1 2019 and held it in 9 quarters.
Valeo Financial Advisors's Fortuna Silver Mines position peaked at $45K in Q4 2020.
160 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.