CSWM
B

Cassady Schiller Wealth Management’s Barrick Mining B Stock Holding History

Cassady Schiller 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
2023
Q2 		– Sell
-7
Closed -$130 – 478
2023
Q1 		$130 Hold
7
– – ﹤0.01% 452
2022
Q4 		$120 Buy
+7
New +$111 ﹤0.01% 464

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cassady Schiller Wealth Management's B Position: Q2 2023 in Review

Cassady Schiller Wealth Management sold out of Barrick Mining (B) in Q2 2023, closing a stake of 7 shares — an estimated $130 sold.

Cassady Schiller Wealth Management first reported a position in B in Q4 2022 and held it in 2 quarters. The position peaked at $130 in Q1 2023. 725 funds tracked by Wall St. Rank hold B as of Q2 2023.

  • Cassady Schiller Wealth Management reported no remaining Barrick Mining position as of Q2 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 7 Barrick Mining shares in Q2 2023, an estimated $130.
  • Cassady Schiller Wealth Management first reported a position in Barrick Mining in Q4 2022 and held it in 2 quarters.
  • Cassady Schiller Wealth Management's Barrick Mining position peaked at $130 in Q1 2023.
  • 725 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.