BFG
B

Berger Financial Group’s Barrick Mining B Stock Holding History

Berger Financial Group’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
Q4 		– Sell
-10,586
Closed -$211K – 419
2024
Q3 		$211K Sell
10,586
-50
-0.5% -$953 0.02% 377
2024
Q2 		$177K Buy
10,636
+41
+0.4% +$696 0.01% 360
2024
Q1 		$176K Sell
10,595
-18
-0.2% -$282 0.01% 357
2023
Q4 		$192K Sell
10,613
-453
-4% -$7.44K 0.02% 300
2023
Q3 		$161K Sell
11,066
-36
-0.3% -$590 0.02% 274
2023
Q2 		$188K Buy
11,102
+40
+0.4% +$729 0.02% 284
2023
Q1 		$205K Buy
11,062
+50
+0.5% +$898 0.02% 260
2022
Q4 		$189K Sell
11,012
-8,120
-42% -$129K 0.03% 254
2022
Q3 		$297K Buy
19,132
+8,124
+74% +$128K 0.04% 186
2022
Q2 		$195K Buy
11,008
+911
+9% +$19.8K 0.03% 238
2022
Q1 		$248K Buy
+10,097
New +$217K 0.03% 235
2021
Q4 		– Sell
-10,273
Closed -$185K – 260
2021
Q3 		$185K Hold
10,273
– – 0.03% 206
2021
Q2 		$212K Hold
10,273
– – 0.04% 196
2021
Q1 		$203K Buy
10,273
+87
+0.9% +$1.88K 0.04% 189
2020
Q4 		$232K Buy
+10,186
New +$258K 0.04% 184

Other funds holding B

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return