Wellington Management Group
FSM icon

Wellington Management Group’s Fortuna Silver Mines FSM Stock Holding History

Wellington Management Group’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
2022
Q3 		– Sell
-35,374
Closed -$100K – 2064
2022
Q2 		$100K Buy
+35,374
New +$123K ﹤0.01% 2031
2018
Q4 		– Sell
-5,052,797
Closed -$22M – 2098
2018
Q3 		$22M Buy
+5,052,797
New +$24.8M ﹤0.01% 1053
2016
Q1 		– Sell
-11,785
Closed -$26K – 2155
2015
Q4 		$26K Buy
+11,785
New +$29.5K ﹤0.01% 2148
2014
Q1 		– Sell
-10,516
Closed -$30K – 2177
2013
Q4 		$30K Hold
10,516
– – ﹤0.01% 2141
2013
Q3 		$38K Hold
10,516
– – ﹤0.01% 2161
2013
Q2 		$35K Buy
+10,516
New +$33.7K ﹤0.01% 2122

Other funds holding FSM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group's FSM Position: Q3 2022 in Review

Wellington Management Group sold out of Fortuna Silver Mines (FSM) in Q3 2022, closing a stake of 35,374 shares — an estimated $100K sold.

Wellington Management Group first reported a position in FSM in Q2 2013 and held it in 6 quarters. The position peaked at $22M in Q3 2018. 120 funds tracked by Wall St. Rank hold FSM as of Q3 2022.

  • Wellington Management Group reported no remaining Fortuna Silver Mines position as of Q3 2022 after selling out during the quarter.
  • Wellington Management Group sold 35,374 Fortuna Silver Mines shares in Q3 2022, an estimated $100K.
  • Wellington Management Group first reported a position in Fortuna Silver Mines in Q2 2013 and held it in 6 quarters.
  • Wellington Management Group's Fortuna Silver Mines position peaked at $22M in Q3 2018.
  • 120 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q3 2022.

Based on Wellington Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.