AWA
B

Aaron Wealth Advisors’s Barrick Mining B Stock Holding History

Aaron Wealth Advisors’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-263,863
Closed -$3.84M – 268
2023
Q3 		$3.84M Sell
263,863
-260,809
-50% -$4.28M 0.5% 33
2023
Q2 		$8.88M Hold
524,672
– – 1.15% 17
2023
Q1 		$9.74M Hold
524,672
– – 1.34% 15
2022
Q4 		$9.01M Sell
524,672
-276,170
-34% -$4.39M 1.33% 13
2022
Q3 		$12.4M Buy
+800,842
New +$12.6M 2.29% 10
2021
Q3 		– Sell
-54,813
Closed -$1.13M – 161
2021
Q2 		$1.13M Sell
54,813
-24,189
-31% -$545K 0.37% 46
2021
Q1 		$1.56M Buy
+79,002
New +$1.7M 0.57% 32

Other funds holding B

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return