BWM
B

BigSur Wealth Management’s Barrick Mining B Stock Holding History

BigSur 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
Q4 		– Sell
-30,000
Closed -$597K – 160
2024
Q3 		$597K Hold
30,000
– – 0.16% 109
2024
Q2 		$500K Hold
30,000
– – 0.15% 111
2024
Q1 		$499K Buy
+30,000
New +$469K 0.16% 111

Other funds holding B

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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

BigSur Wealth Management's B Position: Q4 2024 in Review

BigSur Wealth Management sold out of Barrick Mining (B) in Q4 2024, closing a stake of 30,000 shares — an estimated $597K sold.

BigSur Wealth Management first reported a position in B in Q1 2024 and held it in 3 quarters. The position peaked at $597K in Q3 2024. 732 funds tracked by Wall St. Rank hold B as of Q4 2024.

  • BigSur Wealth Management reported no remaining Barrick Mining position as of Q4 2024 after selling out during the quarter.
  • BigSur Wealth Management sold 30,000 Barrick Mining shares in Q4 2024, an estimated $597K.
  • BigSur Wealth Management first reported a position in Barrick Mining in Q1 2024 and held it in 3 quarters.
  • BigSur Wealth Management's Barrick Mining position peaked at $597K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2024.

Based on BigSur Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.