Gradient Investments’s Barrick Mining B Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-571	Closed	-$10.3K	–	1475
2023 Q4	$10.3K	Hold	571	–	–	﹤0.01%	835
2023 Q3	$8.31K	Sell	571 -227	-28%	-$3.72K	﹤0.01%	839
2023 Q2	$13.5K	Buy	798 +345	+76%	+$6.29K	﹤0.01%	757
2023 Q1	$8.41K	Buy	453 +300	+196%	+$5.39K	﹤0.01%	845
2022 Q4	$2.63K	Sell	153 -20	-12%	-$318	﹤0.01%	1047
2022 Q3	$3K	Buy	173 +20	+13%	+$316	﹤0.01%	1057
2022 Q2	$3K	Hold	153	–	–	﹤0.01%	983
2022 Q1	$4K	Sell	153 -544	-78%	-$11.7K	﹤0.01%	926
2021 Q4	$13K	Buy	697 +194	+39%	+$3.68K	﹤0.01%	742
2021 Q3	$9K	Hold	503	–	–	﹤0.01%	784
2021 Q2	$10K	Hold	503	–	–	﹤0.01%	759
2021 Q1	$10K	Hold	503	–	–	﹤0.01%	762
2020 Q4	$14K	Hold	503	–	–	﹤0.01%	633
2020 Q3	$14K	Hold	503	–	–	﹤0.01%	637
2020 Q2	$14K	Hold	503	–	–	﹤0.01%	594
2020 Q1	$9K	Hold	503	–	–	﹤0.01%	668
2019 Q4	$9K	Hold	503	–	–	﹤0.01%	720
2019 Q3	$9K	Buy	503 +350	+229%	+$6.18K	﹤0.01%	685
2019 Q2	$2K	Hold	153	–	–	﹤0.01%	875
2019 Q1	$2K	Buy	+153	New	+$1.98K	﹤0.01%	746
2018 Q3	–	Sell	-320	Closed	-$4K	–	1010
2018 Q2	$4K	Hold	320	–	–	﹤0.01%	747
2018 Q1	$4K	Buy	+320	New	+$4.25K	﹤0.01%	745
2014 Q1	–	Sell	-103	Closed	-$2K	–	568
2013 Q4	$2K	Buy	+103	New	+$1.82K	﹤0.01%	508

Other funds holding B

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gradient Investments's B Position: Q1 2024 in Review

Gradient Investments sold out of Barrick Mining (B) in Q1 2024, closing a stake of 571 shares — an estimated $10.3K sold.

Gradient Investments first reported a position in B in Q4 2013 and held it in 23 quarters. The position peaked at $14K in Q4 2020. 729 funds tracked by Wall St. Rank hold B as of Q1 2024.

Gradient Investments reported no remaining Barrick Mining position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 571 Barrick Mining shares in Q1 2024, an estimated $10.3K.
Gradient Investments first reported a position in Barrick Mining in Q4 2013 and held it in 23 quarters.
Gradient Investments's Barrick Mining position peaked at $14K in Q4 2020.
729 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.