Avantax Planning Partners’s Barrick Mining B Stock Holding History

Avantax Planning Partners’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
2026 Q1	–	Sell	-7,789	Closed	-$339K	–	447
2025 Q4	$339K	Sell	7,789 -1,647	-17%	-$61.8K	0.01%	332
2025 Q3	$309K	Sell	9,436 -500	-5%	-$12.7K	0.01%	346
2025 Q2	$207K	Sell	9,936 -931	-9%	-$18.2K	0.01%	424
2025 Q1	$211K	Buy	+10,867	New	+$190K	0.01%	404
2024 Q4	–	Sell	-11,506	Closed	-$229K	–	441
2024 Q3	$229K	Sell	11,506 -700	-6%	-$13.3K	0.01%	395
2024 Q2	$204K	Buy	12,206 +1,969	+19%	+$33.4K	0.01%	447
2024 Q1	$170K	Buy	+10,237	New	+$160K	0.01%	451
2018 Q4	–	Sell	-2,735	Closed	-$30K	–	640
2018 Q3	$30K	Buy	+2,735	New	+$30.4K	﹤0.01%	608
2018 Q2	–	Sell	-1,535	Closed	-$19K	–	711
2018 Q1	$19K	Sell	1,535 -25,254	-94%	-$336K	﹤0.01%	790
2017 Q4	$388K	Sell	26,789 -1,761	-6%	-$26K	0.04%	193
2017 Q3	$459K	Sell	28,550 -4,863	-15%	-$81.3K	0.04%	214
2017 Q2	$532K	Hold	33,413	–	–	0.04%	182
2017 Q1	$635K	Hold	33,413	–	–	0.06%	155
2016 Q4	$534K	Buy	+33,413	New	+$530K	0.06%	157

Other funds holding B

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

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's B Position: Q1 2026 in Review

Avantax Planning Partners sold out of Barrick Mining (B) in Q1 2026, closing a stake of 7,789 shares — an estimated $339K sold.

Avantax Planning Partners first reported a position in B in Q4 2016 and held it in 14 quarters. The position peaked at $635K in Q1 2017. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

Avantax Planning Partners reported no remaining Barrick Mining position as of Q1 2026 after selling out during the quarter.
Avantax Planning Partners sold 7,789 Barrick Mining shares in Q1 2026, an estimated $339K.
Avantax Planning Partners first reported a position in Barrick Mining in Q4 2016 and held it in 14 quarters.
Avantax Planning Partners's Barrick Mining position peaked at $635K in Q1 2017.
1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.