BWM
B

Baystate Wealth Management’s Barrick Mining B Stock Holding History

Baystate 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
2023
Q4 		$13.8K Buy
761
+603
+382% +$9.9K ﹤0.01% 656
2023
Q3 		$2.31K Sell
158
-54
-25% -$885 ﹤0.01% 781
2023
Q2 		$3.59K Buy
212
+3
+1% +$55 ﹤0.01% 760
2023
Q1 		$3.9K Buy
209
+55
+36% +$988 ﹤0.01% 726
2022
Q4 		$3K Buy
154
+1
+0.7% +$16 ﹤0.01% 735
2022
Q3 		$2K Buy
153
+2
+1% +$32 ﹤0.01% 745
2022
Q2 		$3K Buy
151
+51
+51% +$1.11K ﹤0.01% 712
2022
Q1 		$2K Buy
+100
New +$2.15K ﹤0.01% 753

Other funds holding B

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Baystate Wealth Management's B Position: Q4 2023 in Review

Baystate Wealth Management increased its Barrick Mining (B) stake by 382% in Q4 2023, buying an estimated $9.9K and bringing the position to 761 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Baystate Wealth Management first reported a position in B in Q1 2022 and has held it in 8 quarters since. 728 funds tracked by Wall St. Rank hold B as of Q4 2023.

  • Baystate Wealth Management held 761 shares of Barrick Mining worth $13.8K as of Q4 2023.
  • Baystate Wealth Management bought 603 Barrick Mining shares in Q4 2023, an estimated $9.9K.
  • Barrick Mining made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #656 holding.
  • Baystate Wealth Management first reported a position in Barrick Mining in Q1 2022 and has held it in 8 quarters since.
  • 728 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.