Cypress Point Wealth Management’s Barrick Mining B Stock Holding History

Cypress Point 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 Q4	–	Sell	-12,530	Closed	-$182K	–	57
2023 Q3	$182K	Buy	+12,530	New	+$205K	0.16%	52
2021 Q1	–	Sell	-33,765	Closed	-$769K	–	140
2020 Q4	$769K	Buy	+33,765	New	+$855K	1.17%	29

Other funds holding B

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cypress Point Wealth Management's B Position: Q4 2023 in Review

Cypress Point Wealth Management sold out of Barrick Mining (B) in Q4 2023, closing a stake of 12,530 shares — an estimated $182K sold.

Cypress Point Wealth Management first reported a position in B in Q4 2020 and held it in 2 quarters. The position peaked at $769K in Q4 2020. 728 funds tracked by Wall St. Rank hold B as of Q4 2023.

Cypress Point Wealth Management reported no remaining Barrick Mining position as of Q4 2023 after selling out during the quarter.
Cypress Point Wealth Management sold 12,530 Barrick Mining shares in Q4 2023, an estimated $182K.
Cypress Point Wealth Management first reported a position in Barrick Mining in Q4 2020 and held it in 2 quarters.
Cypress Point Wealth Management's Barrick Mining position peaked at $769K in Q4 2020.
728 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2023.

Based on Cypress Point Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.