BRWA
B

B. Riley Wealth Advisors’s Barrick Mining B Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-10,285
Closed -$172K – 1336
2024
Q2 		$172K Sell
10,285
-2,610
-20% -$44.3K ﹤0.01% 1264
2024
Q1 		$188K Buy
12,895
+1,244
+11% +$19.5K 0.01% 1284
2023
Q4 		$211K Sell
11,651
-1,244
-10% -$20.4K 0.01% 1232
2023
Q3 		$188K Sell
12,895
-28,546
-69% -$468K 0.01% 1284
2023
Q2 		$702K Buy
41,441
+27,684
+201% +$505K 0.02% 705
2023
Q1 		$255K Sell
13,757
-8,627
-39% -$155K 0.01% 1151
2022
Q4 		$385K Buy
22,384
+3,491
+18% +$55.5K 0.01% 908
2022
Q3 		$293K Buy
18,893
+3,427
+22% +$54.1K 0.01% 1013
2022
Q2 		$274K Sell
15,466
-744
-5% -$16.1K 0.01% 916
2022
Q1 		$398K Buy
+16,210
New +$349K 0.01% 876
2021
Q4 		– Sell
-25,655
Closed -$464K – 1445
2021
Q3 		$464K Sell
25,655
-20,007
-44% -$402K 0.01% 813
2021
Q2 		$945K Sell
45,662
-18,810
-29% -$424K 0.03% 528
2021
Q1 		$1.28M Buy
+64,472
New +$1.39M 0.05% 420
2016
Q4 		– Sell
-16,393
Closed -$291K – 575
2016
Q3 		$291K Buy
16,393
+6,393
+64% +$127K 0.06% 410
2016
Q2 		$214K Sell
10,000
-3,397
-25% -$60.5K 0.04% 512
2016
Q1 		$182K Buy
+13,397
New +$156K 0.04% 484
2015
Q1 		– Sell
-3,559
Closed -$38K – 1139
2014
Q4 		$38K Buy
+3,559
New +$43.9K ﹤0.01% 2236
2014
Q3 		– Sell
-5,689
Closed -$104K – 1152
2014
Q2 		$104K Hold
5,689
– – 0.02% 705
2014
Q1 		$101K Buy
+5,689
New +$110K 0.03% 613

Other funds holding B

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

B. Riley Wealth Advisors's B Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Barrick Mining (B) in Q3 2024, closing a stake of 10,285 shares — an estimated $172K sold.

B. Riley Wealth Advisors first reported a position in B in Q1 2014 and held it in 19 quarters. The position peaked at $1.28M in Q1 2021. 728 funds tracked by Wall St. Rank hold B as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Barrick Mining position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,285 Barrick Mining shares in Q3 2024, an estimated $172K.
  • B. Riley Wealth Advisors first reported a position in Barrick Mining in Q1 2014 and held it in 19 quarters.
  • B. Riley Wealth Advisors's Barrick Mining position peaked at $1.28M in Q1 2021.
  • 728 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.