HOWA
B

Heritage Oak Wealth Advisors’s Barrick Mining B Stock Holding History

Heritage Oak Wealth Advisors’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
Q4 		– Sell
-13,292
Closed -$264K – 109
2024
Q3 		$264K Buy
+13,292
New +$253K 0.12% 118

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Heritage Oak Wealth Advisors's B Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Barrick Mining (B) in Q4 2024, closing a stake of 13,292 shares — an estimated $264K sold.

Heritage Oak Wealth Advisors first reported a position in B in Q3 2024 and held it in 1 quarter. The position peaked at $264K in Q3 2024. 732 funds tracked by Wall St. Rank hold B as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Barrick Mining position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 13,292 Barrick Mining shares in Q4 2024, an estimated $264K.
  • Heritage Oak Wealth Advisors first reported a position in Barrick Mining in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Barrick Mining position peaked at $264K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.