CWM
B

CarsonAllaria Wealth Management’s Barrick Mining B Stock Holding History

CarsonAllaria 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
Q1 		– Sell
-100
Closed -$1.81K – 402
2023
Q4 		$1.81K Hold
100
– – ﹤0.01% 308
2023
Q3 		$1.46K Hold
100
– – ﹤0.01% 321
2023
Q2 		$1.69K Hold
100
– – ﹤0.01% 329
2023
Q1 		$1.86K Hold
100
– – ﹤0.01% 306
2022
Q4 		$2K Hold
100
– – ﹤0.01% 284
2022
Q3 		$2K Hold
100
– – ﹤0.01% 280
2022
Q2 		$2K Hold
100
– – ﹤0.01% 283
2022
Q1 		$2K Hold
100
– – ﹤0.01% 302
2021
Q4 		$2K Buy
+100
New +$1.9K ﹤0.01% 315

Other funds holding B

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $580B AUM 38.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CarsonAllaria Wealth Management's B Position: Q1 2024 in Review

CarsonAllaria Wealth Management sold out of Barrick Mining (B) in Q1 2024, closing a stake of 100 shares — an estimated $1.81K sold.

CarsonAllaria Wealth Management first reported a position in B in Q4 2021 and held it in 9 quarters. The position peaked at $2K in Q4 2022. 730 funds tracked by Wall St. Rank hold B as of Q1 2024.

  • CarsonAllaria Wealth Management reported no remaining Barrick Mining position as of Q1 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 100 Barrick Mining shares in Q1 2024, an estimated $1.81K.
  • CarsonAllaria Wealth Management first reported a position in Barrick Mining in Q4 2021 and held it in 9 quarters.
  • CarsonAllaria Wealth Management's Barrick Mining position peaked at $2K in Q4 2022.
  • 730 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.