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Beaird Harris Wealth Management’s B2Gold BTG Stock Holding History

Beaird Harris 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
2025
Q1 		– Sell
-853
Closed -$2.08K – 510
2024
Q4 		$2.08K Hold
853
– – ﹤0.01% 434
2024
Q3 		$2.63K Hold
853
– – ﹤0.01% 410
2024
Q2 		$2.3K Hold
853
– – ﹤0.01% 519
2024
Q1 		$2.23K Hold
853
– – ﹤0.01% 456
2023
Q4 		$2.69K Buy
853
+8
+0.9% +$25 ﹤0.01% 436
2023
Q3 		$2.44K Buy
845
+9
+1% +$29 ﹤0.01% 348
2023
Q2 		$2.99K Buy
+836
New +$3.27K ﹤0.01% 353

Other funds holding BTG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beaird Harris Wealth Management's BTG Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of B2Gold (BTG) in Q1 2025, closing a stake of 853 shares — an estimated $2.08K sold.

Beaird Harris Wealth Management first reported a position in BTG in Q2 2023 and held it in 7 quarters. The position peaked at $2.99K in Q2 2023. 257 funds tracked by Wall St. Rank hold BTG as of Q1 2025.

  • Beaird Harris Wealth Management reported no remaining B2Gold position as of Q1 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 853 B2Gold shares in Q1 2025, an estimated $2.08K.
  • Beaird Harris Wealth Management first reported a position in B2Gold in Q2 2023 and held it in 7 quarters.
  • Beaird Harris Wealth Management's B2Gold position peaked at $2.99K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held B2Gold as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.