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BFG
B
Beacon Financial Group’s
Barrick Mining
B
Stock Holding History
Beacon Financial Group’s Portfolio
B Stock Details
B Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-38,534
Closed
-$641K
–
236
2023
Q2
$641K
Sell
38,534
-2,288
-6%
-$41.7K
0.09%
158
2023
Q1
$794K
Sell
40,822
-27,629
-40%
-$496K
0.11%
150
2022
Q4
$1.2M
Sell
68,451
-4,441
-6%
-$70.7K
0.16%
125
2022
Q3
$1.1M
Buy
72,892
+8,604
+13%
+$136K
0.17%
123
2022
Q2
$1.21M
Sell
64,288
-1,485
-2%
-$32.2K
0.18%
119
2022
Q1
$1.64M
Sell
65,773
-180
-0.3%
-$3.88K
0.22%
110
2021
Q4
$1.22M
Buy
65,953
+8,740
+15%
+$166K
0.16%
130
2021
Q3
$1.01M
Sell
57,213
-2,646
-4%
-$53.1K
0.14%
138
2021
Q2
$1.24M
Sell
59,859
-1,202
-2%
-$27.1K
0.18%
117
2021
Q1
$1.45M
Hold
61,061
–
–
0.23%
103
2020
Q4
$1.45M
Sell
61,061
-2,340
-4%
-$59.3K
0.23%
104
2020
Q3
$1.78M
Buy
63,401
+1,610
+3%
+$45.9K
0.32%
85
2020
Q2
$1.61M
Sell
61,791
-24,108
-28%
-$602K
0.31%
86
2020
Q1
$1.66M
Buy
85,899
+16,407
+24%
+$308K
0.36%
78
2019
Q4
$1.29M
Buy
+69,492
New
+$1.19M
0.16%
107
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1-Year Est. Return
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$269B AUM
31.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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