FWM
B

Focused Wealth Management’s Barrick Mining B Stock Holding History

Focused 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
Q3 		– Sell
-19,400
Closed -$17.5K – 1063
2023
Q2 		$17.5K Buy
+19,400
New +$354K ﹤0.01% 454
2022
Q2 		– Sell
-10,000
Closed -$15K – 980
2022
Q1 		$15K Buy
+10,000
New +$215K ﹤0.01% 490
2017
Q4 		– Sell
-14,000
Closed -$6K – 710
2017
Q3 		$6K Buy
+14,000
New +$234K ﹤0.01% 495

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focused Wealth Management's B Position: Q1 2024 in Review

Focused Wealth Management sold out of Barrick Mining (B) in Q1 2024, closing a stake of 400 shares — an estimated $7.24K sold.

Focused Wealth Management first reported a position in B in Q3 2013 and held it in 37 quarters. The position peaked at $7.43K in Q1 2023. 727 funds tracked by Wall St. Rank hold B as of Q1 2024.

  • Focused Wealth Management reported no remaining Barrick Mining position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 400 Barrick Mining shares in Q1 2024, an estimated $7.24K.
  • Focused Wealth Management first reported a position in Barrick Mining in Q3 2013 and held it in 37 quarters.
  • Focused Wealth Management's Barrick Mining position peaked at $7.43K in Q1 2023.
  • 727 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.