EWA
B

Evolution Wealth Advisors’s Barrick Mining B Stock Holding History

Evolution 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
2021
Q1 		– Sell
-170,250
Closed -$3.88M – 652
2020
Q4 		$3.88M Hold
170,250
– – 0.87% 31
2020
Q3 		$4.79M Buy
+170,250
New +$4.85M 1.31% 24

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Evolution Wealth Advisors's B Position: Q1 2021 in Review

Evolution Wealth Advisors sold out of Barrick Mining (B) in Q1 2021, closing a stake of 170,250 shares — an estimated $3.88M sold.

Evolution Wealth Advisors first reported a position in B in Q3 2020 and held it in 2 quarters. The position peaked at $4.79M in Q3 2020. 680 funds tracked by Wall St. Rank hold B as of Q1 2021.

  • Evolution Wealth Advisors reported no remaining Barrick Mining position as of Q1 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 170,250 Barrick Mining shares in Q1 2021, an estimated $3.88M.
  • Evolution Wealth Advisors first reported a position in Barrick Mining in Q3 2020 and held it in 2 quarters.
  • Evolution Wealth Advisors's Barrick Mining position peaked at $4.79M in Q3 2020.
  • 680 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2021.

Based on Evolution Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.