IWA
B

IBEX Wealth Advisors’s Barrick Mining B Stock Holding History

IBEX 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
Q3 		– Sell
-1,106
Closed -$18.4K – 149
2024
Q2 		$18.4K Buy
+1,106
New +$18.8K ﹤0.01% 202
2021
Q4 		– Sell
-518
Closed -$9K – 280
2021
Q3 		$9K Buy
+518
New +$10.4K ﹤0.01% 361
2020
Q4 		– Sell
-96,680
Closed -$2.72M – 106
2020
Q3 		$2.72M Sell
96,680
-3,231
-3% -$92K 0.79% 56
2020
Q2 		$2.69M Sell
99,911
-7,121
-7% -$178K 0.86% 51
2020
Q1 		$1.96M Buy
107,032
+38,958
+57% +$730K 0.76% 53
2019
Q4 		$1.27M Buy
+68,074
New +$1.17M 0.39% 80

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IBEX Wealth Advisors's B Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Barrick Mining (B) in Q3 2024, closing a stake of 1,106 shares — an estimated $18.4K sold.

IBEX Wealth Advisors first reported a position in B in Q4 2019 and held it in 6 quarters. The position peaked at $2.72M in Q3 2020. 728 funds tracked by Wall St. Rank hold B as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Barrick Mining position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,106 Barrick Mining shares in Q3 2024, an estimated $18.4K.
  • IBEX Wealth Advisors first reported a position in Barrick Mining in Q4 2019 and held it in 6 quarters.
  • IBEX Wealth Advisors's Barrick Mining position peaked at $2.72M in Q3 2020.
  • 728 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.