Gradient Investments’s B2Gold BTG Stock Holding History

Gradient Investments’s Portfolio BTG Stock Details BTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$578	–	1842
2023 Q3	$578	Buy	+200	New	+$651	﹤0.01%	1519
2022 Q1	–	Sell	-3,588	Closed	-$14K	–	1190
2021 Q4	$14K	Hold	3,588	–	–	﹤0.01%	720
2021 Q3	$12K	Hold	3,588	–	–	﹤0.01%	734
2021 Q2	$15K	Hold	3,588	–	–	﹤0.01%	681
2021 Q1	$15K	Buy	3,588 +1,988	+124%	+$9.7K	﹤0.01%	675
2020 Q4	$10K	Hold	1,600	–	–	﹤0.01%	687
2020 Q3	$10K	Buy	+1,600	New	+$10.4K	﹤0.01%	691

Other funds holding BTG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Gradient Investments's BTG Position: Q4 2023 in Review

Gradient Investments sold out of B2Gold (BTG) in Q4 2023, closing a stake of 200 shares — an estimated $578 sold.

Gradient Investments first reported a position in BTG in Q3 2020 and held it in 7 quarters. The position peaked at $15K in Q2 2021. 225 funds tracked by Wall St. Rank hold BTG as of Q4 2023.

Gradient Investments reported no remaining B2Gold position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 200 B2Gold shares in Q4 2023, an estimated $578.
Gradient Investments first reported a position in B2Gold in Q3 2020 and held it in 7 quarters.
Gradient Investments's B2Gold position peaked at $15K in Q2 2021.
225 funds tracked by Wall St. Rank held B2Gold as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.