Clear Perspectives Financial Planning’s Barrick Mining B Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$3.04K	Hold	164	–	–	﹤0.01%	169
2022 Q4	$2.82K	Hold	164	–	–	﹤0.01%	186
2022 Q3	$3K	Hold	164	–	–	﹤0.01%	180
2022 Q2	$3K	Hold	164	–	–	﹤0.01%	193
2022 Q1	$4K	Hold	164	–	–	﹤0.01%	191
2021 Q4	$3K	Hold	164	–	–	﹤0.01%	208
2021 Q3	$3K	Hold	164	–	–	﹤0.01%	194
2021 Q2	$3K	Hold	164	–	–	﹤0.01%	187
2021 Q1	$3K	Hold	164	–	–	﹤0.01%	173
2020 Q4	$4K	Buy	+164	New	+$4.16K	﹤0.01%	165

Other funds holding B

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clear Perspectives Financial Planning's B Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Barrick Mining (B) position steady in Q1 2023 at 164 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Clear Perspectives Financial Planning first reported a position in B in Q4 2020 and has held it in 10 quarters since. The position peaked at $4K in Q1 2022. 748 funds tracked by Wall St. Rank hold B as of Q1 2023.

Clear Perspectives Financial Planning held 164 shares of Barrick Mining worth $3.04K as of Q1 2023.
Clear Perspectives Financial Planning left its Barrick Mining share count unchanged in Q1 2023.
Barrick Mining made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #169 holding.
Clear Perspectives Financial Planning first reported a position in Barrick Mining in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Barrick Mining position peaked at $4K in Q1 2022.
748 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.