CWA
B

Clearview Wealth Advisors’s Barrick Mining B Stock Holding History

Clearview 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
2023
Q3 		– Sell
-302
Closed -$5.11K – 322
2023
Q2 		$5.11K Buy
302
+3
+1% +$55 0.01% 428
2023
Q1 		$5.57K Sell
299
-19
-6% -$341 0.01% 419
2022
Q4 		$5.46K Buy
318
+3
+1% +$48 ﹤0.01% 387
2022
Q3 		$5K Buy
315
+4
+1% +$63 ﹤0.01% 411
2022
Q2 		$6K Buy
311
+23
+8% +$499 ﹤0.01% 415
2022
Q1 		$7K Sell
288
-299
-51% -$6.44K ﹤0.01% 420
2021
Q4 		$11K Buy
587
+3
+0.5% +$57 0.01% 397
2021
Q3 		$11K Buy
584
+304
+109% +$6.1K 0.01% 401
2021
Q2 		$6K Buy
280
+3
+1% +$68 ﹤0.01% 490
2021
Q1 		$5K Sell
277
-128
-32% -$2.76K ﹤0.01% 486
2020
Q4 		$9K Buy
+405
New +$10.3K 0.01% 386

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return