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	1.32%	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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aaron Wealth Advisors's B Position: Q4 2023 in Review

Aaron Wealth Advisors sold out of Barrick Mining (B) in Q4 2023, closing a stake of 263,863 shares — an estimated $3.84M sold.

Aaron Wealth Advisors first reported a position in B in Q1 2021 and held it in 7 quarters. The position peaked at $12.4M in Q3 2022. 730 funds tracked by Wall St. Rank hold B as of Q4 2023.

Aaron Wealth Advisors reported no remaining Barrick Mining position as of Q4 2023 after selling out during the quarter.
Aaron Wealth Advisors sold 263,863 Barrick Mining shares in Q4 2023, an estimated $3.84M.
Aaron Wealth Advisors first reported a position in Barrick Mining in Q1 2021 and held it in 7 quarters.
Aaron Wealth Advisors's Barrick Mining position peaked at $12.4M in Q3 2022.
730 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2023.

Based on Aaron Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.