Axxcess Wealth Management’s B2Gold BTG Stock Holding History

Axxcess Wealth Management’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
2024 Q4	–	Sell	-30,190	Closed	-$93K	–	863
2024 Q3	$93K	Sell	30,190 -1,875	-6%	-$5.45K	﹤0.01%	871
2024 Q2	$86.6K	Buy	+32,065	New	+$86.6K	﹤0.01%	826

Other funds holding BTG

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

PFCS

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Axxcess Wealth Management's BTG Position: Q4 2024 in Review

Axxcess Wealth Management sold out of B2Gold (BTG) in Q4 2024, closing a stake of 30,190 shares — an estimated $93K sold.

Axxcess Wealth Management first reported a position in BTG in Q2 2024 and held it in 2 quarters. The position peaked at $93K in Q3 2024. 243 funds tracked by Wall St. Rank hold BTG as of Q4 2024.

Axxcess Wealth Management reported no remaining B2Gold position as of Q4 2024 after selling out during the quarter.
Axxcess Wealth Management sold 30,190 B2Gold shares in Q4 2024, an estimated $93K.
Axxcess Wealth Management first reported a position in B2Gold in Q2 2024 and held it in 2 quarters.
Axxcess Wealth Management's B2Gold position peaked at $93K in Q3 2024.
243 funds tracked by Wall St. Rank held B2Gold as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.