Burt Wealth Advisors’s Barrick Mining B Stock Holding History

Burt Wealth Advisors’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
2020 Q2	–	Sell	-159	Closed	-$3K	–	422
2020 Q1	$3K	Hold	159	–	–	﹤0.01%	328
2019 Q4	$3K	Hold	159	–	–	﹤0.01%	305
2019 Q3	$3K	Hold	159	–	–	﹤0.01%	308
2019 Q2	$3K	Hold	159	–	–	﹤0.01%	308
2019 Q1	$2K	Hold	159	–	–	﹤0.01%	334
2018 Q4	$2K	Hold	159	–	–	﹤0.01%	328
2018 Q3	$2K	Hold	159	–	–	﹤0.01%	353
2018 Q2	$2K	Hold	159	–	–	﹤0.01%	342
2018 Q1	$2K	Hold	159	–	–	﹤0.01%	348
2017 Q4	$2K	Buy	+159	New	+$2.34K	﹤0.01%	342
2017 Q3	–	Sell	-774	Closed	-$12K	–	371
2017 Q2	$12K	Buy	+774	New	+$13.2K	0.01%	283
2015 Q4	–	Sell	-100	Closed	-$1K	–	534
2015 Q3	$1K	Hold	100	–	–	﹤0.01%	364
2015 Q2	$1K	Hold	100	–	–	﹤0.01%	370
2015 Q1	$1K	Hold	100	–	–	﹤0.01%	338
2014 Q4	$1K	Buy	+100	New	+$1.23K	﹤0.01%	335

Other funds holding B

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Burt Wealth Advisors's B Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Barrick Mining (B) in Q2 2020, closing a stake of 159 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in B in Q4 2014 and held it in 15 quarters. The position peaked at $12K in Q2 2017. 624 funds tracked by Wall St. Rank hold B as of Q2 2020.

Burt Wealth Advisors reported no remaining Barrick Mining position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 159 Barrick Mining shares in Q2 2020, an estimated $3K.
Burt Wealth Advisors first reported a position in Barrick Mining in Q4 2014 and held it in 15 quarters.
Burt Wealth Advisors's Barrick Mining position peaked at $12K in Q2 2017.
624 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.