Atria Wealth Solutions’s B2Gold BTG Stock Holding History

Atria Wealth Solutions’s Portfolio BTG Stock Details BTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-125,000	Closed	-$306K	–	1886
2024 Q4	$306K	Hold	125,000	–	–	﹤0.01%	1536
2024 Q3	$387K	Buy	125,000 +65,000	+108%	+$189K	﹤0.01%	1369
2024 Q2	$161K	Buy	60,000 +40,000	+200%	+$108K	﹤0.01%	1816
2024 Q1	$52.5K	Buy	+20,000	New	+$54K	﹤0.01%	1920
2023 Q3	–	Sell	-10,000	Closed	-$35.7K	–	1880
2023 Q2	$35.7K	Hold	10,000	–	–	﹤0.01%	1826
2023 Q1	$39.5K	Hold	10,000	–	–	﹤0.01%	1815
2022 Q4	$35.5K	Buy	+10,000	New	+$33.2K	﹤0.01%	1763
2022 Q3	–	Sell	-10,000	Closed	-$34K	–	1763
2022 Q2	$34K	Sell	10,000 -10,000	-50%	-$41.8K	﹤0.01%	1596
2022 Q1	$92K	Buy	+20,000	New	+$80.4K	﹤0.01%	1668

Other funds holding BTG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atria Wealth Solutions's BTG Position: Q1 2025 in Review

Atria Wealth Solutions sold out of B2Gold (BTG) in Q1 2025, closing a stake of 125,000 shares — an estimated $306K sold.

Atria Wealth Solutions first reported a position in BTG in Q1 2022 and held it in 9 quarters. The position peaked at $387K in Q3 2024. 257 funds tracked by Wall St. Rank hold BTG as of Q1 2025.

Atria Wealth Solutions reported no remaining B2Gold position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 125,000 B2Gold shares in Q1 2025, an estimated $306K.
Atria Wealth Solutions first reported a position in B2Gold in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's B2Gold position peaked at $387K in Q3 2024.
257 funds tracked by Wall St. Rank held B2Gold as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.