WR Wealth Planners’s Hecla Mining HL Stock Holding History

WR Wealth Planners’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
2024 Q4	$9.79K	Sell	1,994 -2,795	-58%	-$16.7K	﹤0.01%	596
2024 Q3	$31.9K	Hold	4,789	–	–	0.01%	409
2024 Q2	$23.2K	Sell	4,789 -1,740	-27%	-$9.28K	0.01%	422
2024 Q1	$31.4K	Buy	+6,529	New	+$26.1K	0.01%	392
2023 Q4	–	Sell	-8,729	Closed	-$34.1K	–	473
2023 Q3	$34.1K	Hold	8,729	–	–	0.01%	370
2023 Q2	$45K	Sell	8,729 -3,584	-29%	-$20.5K	0.02%	331
2023 Q1	$77.9K	Buy	12,313 +10,113	+460%	+$58K	0.03%	268
2022 Q4	$12.2K	Hold	2,200	–	–	0.01%	250
2022 Q3	$8.67K	Hold	2,200	–	–	0.01%	271
2022 Q2	$8.62K	Hold	2,200	–	–	0.01%	297
2022 Q1	$14.5K	Buy	+2,200	New	+$12.7K	0.01%	262

Other funds holding HL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

WR Wealth Planners's HL Position: Q4 2024 in Review

WR Wealth Planners reduced its Hecla Mining (HL) stake by 58% in Q4 2024, selling an estimated $16.7K and leaving 1,994 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

WR Wealth Planners first reported a position in HL in Q1 2022 and has held it in 11 quarters since. The position peaked at $77.9K in Q1 2023. 372 funds tracked by Wall St. Rank hold HL as of Q4 2024.

WR Wealth Planners held 1,994 shares of Hecla Mining worth $9.79K as of Q4 2024.
WR Wealth Planners sold 2,795 Hecla Mining shares in Q4 2024, an estimated $16.7K.
Hecla Mining made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #596 holding.
WR Wealth Planners first reported a position in Hecla Mining in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Hecla Mining position peaked at $77.9K in Q1 2023.
372 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.