FM
B

Family Management’s Barrick Mining B Stock Holding History

Family 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
2021
Q4 		– Sell
-10,492
Closed -$189K – 187
2021
Q3 		$189K Hold
10,492
– – 0.05% 155
2021
Q2 		$217K Hold
10,492
– – 0.06% 170
2021
Q1 		$208K Hold
10,492
– – 0.07% 140
2020
Q4 		$239K Hold
10,492
– – 0.08% 138
2020
Q3 		$295K Hold
10,492
– – 0.13% 94
2020
Q2 		$283K Sell
10,492
-1,300
-11% -$32.5K 0.12% 112
2020
Q1 		$216K Buy
+11,792
New +$221K 0.11% 115

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Vanguard Group
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Flossbach Von Storch
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return