Beam Wealth Advisors’s B2Gold BTG Stock Holding History

Beam Wealth Advisors’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
2020 Q4	–	Sell	-18,390	Closed	-$120K	–	127
2020 Q3	$120K	Sell	18,390 -223	-1%	-$1.45K	0.11%	127
2020 Q2	$104K	Buy	+18,613	New	+$93.3K	0.1%	129

Other funds holding BTG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Beam Wealth Advisors's BTG Position: Q4 2020 in Review

Beam Wealth Advisors sold out of B2Gold (BTG) in Q4 2020, closing a stake of 18,390 shares — an estimated $120K sold.

Beam Wealth Advisors first reported a position in BTG in Q2 2020 and held it in 2 quarters. The position peaked at $120K in Q3 2020. 243 funds tracked by Wall St. Rank hold BTG as of Q4 2020.

Beam Wealth Advisors reported no remaining B2Gold position as of Q4 2020 after selling out during the quarter.
Beam Wealth Advisors sold 18,390 B2Gold shares in Q4 2020, an estimated $120K.
Beam Wealth Advisors first reported a position in B2Gold in Q2 2020 and held it in 2 quarters.
Beam Wealth Advisors's B2Gold position peaked at $120K in Q3 2020.
243 funds tracked by Wall St. Rank held B2Gold as of Q4 2020.

Based on Beam Wealth Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.