Avantax Advisory Services’s Barrick Mining B Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.2M	Sell	57,768 -599	-1%	-$11.7K	0.01%	1052
2025 Q1	$1.13M	Sell	58,367 -1,506	-3%	-$26.4K	0.01%	1023
2024 Q4	$928K	Sell	59,873 -23,388	-28%	-$425K	0.01%	1069
2024 Q3	$1.66M	Buy	83,261 +14,496	+21%	+$276K	0.01%	784
2024 Q2	$1.15M	Buy	68,765 +22,160	+48%	+$376K	0.01%	908
2024 Q1	$776K	Sell	46,605 -26,372	-36%	-$413K	0.01%	850
2023 Q4	$1.32M	Buy	72,977 +12,860	+21%	+$211K	0.01%	624
2023 Q3	$875K	Sell	60,117 -1,228	-2%	-$20.1K	0.01%	739
2023 Q2	$1.04M	Sell	61,345 -10,726	-15%	-$196K	0.01%	663
2023 Q1	$1.34M	Buy	72,071 +2,205	+3%	+$39.6K	0.02%	568
2022 Q4	$1.2M	Buy	69,866 +25,747	+58%	+$410K	0.02%	576
2022 Q3	$684K	Buy	44,119 +5,372	+14%	+$84.8K	0.01%	662
2022 Q2	$685K	Buy	38,747 +3,290	+9%	+$71.4K	0.01%	658
2022 Q1	$869K	Sell	35,457 -2,494	-7%	-$53.7K	0.01%	587
2021 Q4	$721K	Sell	37,951 -9,279	-20%	-$176K	0.01%	624
2021 Q3	$855K	Buy	47,230 +16,533	+54%	+$332K	0.01%	538
2021 Q2	$636K	Buy	30,697 +918	+3%	+$20.7K	0.01%	613
2021 Q1	$589K	Buy	29,779 +13,424	+82%	+$289K	0.01%	575
2020 Q4	$370K	Sell	16,355 -13,260	-45%	-$336K	0.01%	650
2020 Q3	$833K	Buy	29,615 +15,448	+109%	+$440K	0.01%	592
2020 Q2	$381K	Buy	+14,167	New	+$354K	0.01%	556

Other funds holding B

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Avantax Advisory Services's B Position: Q2 2025 in Review

Avantax Advisory Services reduced its Barrick Mining (B) stake by 1% in Q2 2025, selling an estimated $11.7K and leaving 57,768 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1052.

Avantax Advisory Services first reported a position in B in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.66M in Q3 2024. 718 funds tracked by Wall St. Rank hold B as of Q2 2025.

Avantax Advisory Services held 57,768 shares of Barrick Mining worth $1.2M as of Q2 2025.
Avantax Advisory Services sold 599 Barrick Mining shares in Q2 2025, an estimated $11.7K.
Barrick Mining made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1052 holding.
Avantax Advisory Services first reported a position in Barrick Mining in Q2 2020 and has held it in 21 quarters since.
Avantax Advisory Services's Barrick Mining position peaked at $1.66M in Q3 2024.
718 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.