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Williams Jones Wealth Management’s Hecla Mining HL Stock Holding History

Williams Jones Wealth Management’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,795
Closed -$70.7K – 522
2025
Q2 		$70.7K Hold
11,795
– – ﹤0.01% 492
2025
Q1 		$65.6K Buy
+11,795
New +$65.5K ﹤0.01% 481

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Williams Jones Wealth Management's HL Position: Q3 2025 in Review

Williams Jones Wealth Management sold out of Hecla Mining (HL) in Q3 2025, closing a stake of 11,795 shares — an estimated $70.7K sold.

Williams Jones Wealth Management first reported a position in HL in Q1 2025 and held it in 2 quarters. The position peaked at $70.7K in Q2 2025. 447 funds tracked by Wall St. Rank hold HL as of Q3 2025.

  • Williams Jones Wealth Management reported no remaining Hecla Mining position as of Q3 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 11,795 Hecla Mining shares in Q3 2025, an estimated $70.7K.
  • Williams Jones Wealth Management first reported a position in Hecla Mining in Q1 2025 and held it in 2 quarters.
  • Williams Jones Wealth Management's Hecla Mining position peaked at $70.7K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Hecla Mining as of Q3 2025.

Based on Williams Jones Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.