IWP
B

Icon Wealth Partners’s Barrick Mining B Stock Holding History

Icon Wealth Partners’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
2023
Q3 		– Sell
-7,144
Closed -$121K – 410
2023
Q2 		$121K Sell
7,144
-1,006
-12% -$18.3K 0.01% 376
2023
Q1 		$151K Buy
+8,150
New +$146K 0.02% 348

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Icon Wealth Partners's B Position: Q3 2023 in Review

Icon Wealth Partners sold out of Barrick Mining (B) in Q3 2023, closing a stake of 7,144 shares — an estimated $121K sold.

Icon Wealth Partners first reported a position in B in Q1 2023 and held it in 2 quarters. The position peaked at $151K in Q1 2023. 729 funds tracked by Wall St. Rank hold B as of Q3 2023.

  • Icon Wealth Partners reported no remaining Barrick Mining position as of Q3 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 7,144 Barrick Mining shares in Q3 2023, an estimated $121K.
  • Icon Wealth Partners first reported a position in Barrick Mining in Q1 2023 and held it in 2 quarters.
  • Icon Wealth Partners's Barrick Mining position peaked at $151K in Q1 2023.
  • 729 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.