Avaii Wealth Management’s Barrick Mining B Stock Holding History

Avaii Wealth Management’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
2024 Q1	–	Sell	-34,526	Closed	-$625K	–	143
2023 Q4	$625K	Buy	+34,526	New	+$567K	0.41%	56

Other funds holding B

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Avaii Wealth Management's B Position: Q1 2024 in Review

Avaii Wealth Management sold out of Barrick Mining (B) in Q1 2024, closing a stake of 34,526 shares — an estimated $625K sold.

Avaii Wealth Management first reported a position in B in Q4 2023 and held it in 1 quarter. The position peaked at $625K in Q4 2023. 727 funds tracked by Wall St. Rank hold B as of Q1 2024.

Avaii Wealth Management reported no remaining Barrick Mining position as of Q1 2024 after selling out during the quarter.
Avaii Wealth Management sold 34,526 Barrick Mining shares in Q1 2024, an estimated $625K.
Avaii Wealth Management first reported a position in Barrick Mining in Q4 2023 and held it in 1 quarter.
Avaii Wealth Management's Barrick Mining position peaked at $625K in Q4 2023.
727 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2024.

Based on Avaii Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.