HF
B

Halpern Financial’s Barrick Mining B Stock Holding History

Halpern Financial’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
2022
Q3 		– Sell
-117
Closed -$2.07K – 255
2022
Q2 		$2.07K Buy
+117
New +$2.54K ﹤0.01% 234
2021
Q1 		– Sell
-405
Closed -$9.23K – 263
2020
Q4 		$9.23K Sell
405
-405
-50% -$10.3K ﹤0.01% 127
2020
Q3 		$22.8K Hold
810
– – 0.01% 70
2020
Q2 		$21.8K Hold
810
– – 0.01% 72
2020
Q1 		$14.8K Hold
810
– – 0.01% 71
2019
Q4 		$15.1K Buy
+810
New +$13.9K 0.01% 95

Other funds holding B

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Halpern Financial's B Position: Q3 2022 in Review

Halpern Financial sold out of Barrick Mining (B) in Q3 2022, closing a stake of 117 shares — an estimated $2.07K sold.

Halpern Financial first reported a position in B in Q4 2019 and held it in 6 quarters. The position peaked at $22.8K in Q3 2020. 722 funds tracked by Wall St. Rank hold B as of Q3 2022.

  • Halpern Financial reported no remaining Barrick Mining position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 117 Barrick Mining shares in Q3 2022, an estimated $2.07K.
  • Halpern Financial first reported a position in Barrick Mining in Q4 2019 and held it in 6 quarters.
  • Halpern Financial's Barrick Mining position peaked at $22.8K in Q3 2020.
  • 722 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.