Heritage Wealth Management (Arizona)’s Barrick Mining B Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$16.3K	Buy	948 +86	+10%	+$1.37K	﹤0.01%	706
2022 Q3	$13K	Hold	862	–	–	﹤0.01%	607
2022 Q2	$15.2K	Buy	862 +388	+82%	+$8.42K	0.01%	588
2022 Q1	$12K	Buy	+474	New	+$10.2K	﹤0.01%	683
2021 Q3	$9K	Hold	474	–	–	﹤0.01%	664
2021 Q2	$10K	Hold	474	–	–	﹤0.01%	655
2021 Q1	$9K	Buy	+474	New	+$10.2K	0.01%	586

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

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s B Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Barrick Mining (B) stake by 10% in Q4 2022, buying an estimated $1.37K and bringing the position to 948 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Heritage Wealth Management (Arizona) first reported a position in B in Q1 2021 and has held it in 7 quarters since. 748 funds tracked by Wall St. Rank hold B as of Q4 2022.

Heritage Wealth Management (Arizona) held 948 shares of Barrick Mining worth $16.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 86 Barrick Mining shares in Q4 2022, an estimated $1.37K.
Barrick Mining made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #706 holding.
Heritage Wealth Management (Arizona) first reported a position in Barrick Mining in Q1 2021 and has held it in 7 quarters since.
748 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.