HWM
B

Hohimer Wealth Management’s Barrick Mining B Stock Holding History

Hohimer Wealth Management’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
-125,212
Closed -$2.27M – 233
2023
Q4 		$2.27M Sell
125,212
-26
-0% -$427 0.57% 60
2023
Q3 		$1.82M Sell
125,238
-3,002
-2% -$49.2K 0.52% 65
2023
Q2 		$2.17M Sell
128,240
-4,965
-4% -$90.5K 0.6% 62
2023
Q1 		$2.47M Buy
133,205
+18,572
+16% +$334K 0.72% 55
2022
Q4 		$1.97M Buy
114,633
+680
+0.6% +$10.8K 0.63% 49
2022
Q3 		$1.77M Buy
+113,953
New +$1.8M 0.57% 70

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return