BSW
B

Buckingham Strategic Wealth’s Barrick Mining B Stock Holding History

Buckingham Strategic Wealth’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
2023
Q3 		– Sell
-12,847
Closed -$218K – 694
2023
Q2 		$218K Buy
+12,847
New +$234K ﹤0.01% 616
2022
Q2 		– Sell
-8,384
Closed -$206K – 627
2022
Q1 		$206K Buy
+8,384
New +$180K ﹤0.01% 562

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Buckingham Strategic Wealth's B Position: Q3 2023 in Review

Buckingham Strategic Wealth sold out of Barrick Mining (B) in Q3 2023, closing a stake of 12,847 shares — an estimated $218K sold.

Buckingham Strategic Wealth first reported a position in B in Q1 2022 and held it in 2 quarters. The position peaked at $218K in Q2 2023. 729 funds tracked by Wall St. Rank hold B as of Q3 2023.

  • Buckingham Strategic Wealth reported no remaining Barrick Mining position as of Q3 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 12,847 Barrick Mining shares in Q3 2023, an estimated $218K.
  • Buckingham Strategic Wealth first reported a position in Barrick Mining in Q1 2022 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Barrick Mining position peaked at $218K in Q2 2023.
  • 729 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.