WP
LODE icon

WealthSource Partners’s Comstock LODE Stock Holding History

WealthSource Partners’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
2023
Q4 		$5.51K Hold
1,005
– – ﹤0.01% 501
2023
Q3 		$4.12K Hold
1,005
– – ﹤0.01% 489
2023
Q2 		$7.33K Buy
+1,005
New +$6.23K ﹤0.01% 492

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

WealthSource Partners's LODE Position: Q4 2023 in Review

WealthSource Partners held its Comstock (LODE) position steady in Q4 2023 at 1,005 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

WealthSource Partners first reported a position in LODE in Q2 2023 and has held it in 3 quarters since. The position peaked at $7.33K in Q2 2023. 52 funds tracked by Wall St. Rank hold LODE as of Q4 2023.

  • WealthSource Partners held 1,005 shares of Comstock worth $5.51K as of Q4 2023.
  • WealthSource Partners left its Comstock share count unchanged in Q4 2023.
  • Comstock made up ﹤0.01% of WealthSource Partners's portfolio in Q4 2023, its #501 holding.
  • WealthSource Partners first reported a position in Comstock in Q2 2023 and has held it in 3 quarters since.
  • WealthSource Partners's Comstock position peaked at $7.33K in Q2 2023.
  • 52 funds tracked by Wall St. Rank held Comstock as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.