Clearstead Advisors’s B2Gold BTG Stock Holding History

Clearstead Advisors’s Portfolio BTG Stock Details BTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,000	Closed	-$4K	–	1295
2021 Q2	$4K	Hold	1,000	–	–	﹤0.01%	906
2021 Q1	$4K	Hold	1,000	–	–	﹤0.01%	881
2020 Q4	$6K	Buy	+1,000	New	+$6.11K	﹤0.01%	779

Other funds holding BTG

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

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Clearstead Advisors's BTG Position: Q3 2021 in Review

Clearstead Advisors sold out of B2Gold (BTG) in Q3 2021, closing a stake of 1,000 shares — an estimated $4K sold.

Clearstead Advisors first reported a position in BTG in Q4 2020 and held it in 3 quarters. The position peaked at $6K in Q4 2020. 240 funds tracked by Wall St. Rank hold BTG as of Q3 2021.

Clearstead Advisors reported no remaining B2Gold position as of Q3 2021 after selling out during the quarter.
Clearstead Advisors sold 1,000 B2Gold shares in Q3 2021, an estimated $4K.
Clearstead Advisors first reported a position in B2Gold in Q4 2020 and held it in 3 quarters.
Clearstead Advisors's B2Gold position peaked at $6K in Q4 2020.
240 funds tracked by Wall St. Rank held B2Gold as of Q3 2021.

Based on Clearstead Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.