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

Other funds holding B

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.26T AUM 61.52% 1-Year Est. Return

Hohimer Wealth Management's B Position: Q1 2024 in Review

Hohimer Wealth Management sold out of Barrick Mining (B) in Q1 2024, closing a stake of 125,212 shares — an estimated $2.27M sold.

Hohimer Wealth Management first reported a position in B in Q3 2022 and held it in 6 quarters. The position peaked at $2.47M in Q1 2023. 729 funds tracked by Wall St. Rank hold B as of Q1 2024.

  • Hohimer Wealth Management reported no remaining Barrick Mining position as of Q1 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 125,212 Barrick Mining shares in Q1 2024, an estimated $2.27M.
  • Hohimer Wealth Management first reported a position in Barrick Mining in Q3 2022 and held it in 6 quarters.
  • Hohimer Wealth Management's Barrick Mining position peaked at $2.47M in Q1 2023.
  • 729 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2024.

Based on Hohimer Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.