BHWM
B

Beaird Harris Wealth Management’s Barrick Mining B Stock Holding History

Beaird Harris 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
2024
Q3 		– Sell
-759
Closed -$12.7K – 604
2024
Q2 		$12.7K Buy
+759
New +$12.9K ﹤0.01% 351
2022
Q3 		– Sell
-470
Closed -$8K – 503
2022
Q2 		$8K Buy
+470
New +$10.2K ﹤0.01% 262

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

Beaird Harris Wealth Management's B Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Barrick Mining (B) in Q3 2024, closing a stake of 759 shares — an estimated $12.7K sold.

Beaird Harris Wealth Management first reported a position in B in Q2 2022 and held it in 2 quarters. The position peaked at $12.7K in Q2 2024. 729 funds tracked by Wall St. Rank hold B as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Barrick Mining position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 759 Barrick Mining shares in Q3 2024, an estimated $12.7K.
  • Beaird Harris Wealth Management first reported a position in Barrick Mining in Q2 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Barrick Mining position peaked at $12.7K in Q2 2024.
  • 729 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.