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

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

VanEck Associates

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Flossbach Von Storch

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

Renaissance Technologies

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