JFS Wealth Advisors’s B2Gold BTG Stock Holding History

JFS Wealth Advisors’s Portfolio BTG Stock Details BTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-107	Closed	-$280	–	1993
2024 Q1	$280	Sell	107 -82	-43%	-$221	﹤0.01%	1866
2023 Q4	$598	Buy	189 +59	+45%	+$186	﹤0.01%	1768
2023 Q3	$376	Buy	130 +39	+43%	+$127	﹤0.01%	1784
2023 Q2	$325	Hold	91	–	–	﹤0.01%	1817
2023 Q1	$359	Buy	91 +2	+2%	+$7	﹤0.01%	1760
2022 Q4	$318	Sell	89 -56	-39%	-$186	﹤0.01%	1796
2022 Q3	$0	Buy	+145	New	+$478	﹤0.01%	1747

Other funds holding BTG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JFS Wealth Advisors's BTG Position: Q2 2024 in Review

JFS Wealth Advisors sold out of B2Gold (BTG) in Q2 2024, closing a stake of 107 shares — an estimated $280 sold.

JFS Wealth Advisors first reported a position in BTG in Q3 2022 and held it in 7 quarters. The position peaked at $598 in Q4 2023. 260 funds tracked by Wall St. Rank hold BTG as of Q2 2024.

JFS Wealth Advisors reported no remaining B2Gold position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 107 B2Gold shares in Q2 2024, an estimated $280.
JFS Wealth Advisors first reported a position in B2Gold in Q3 2022 and held it in 7 quarters.
JFS Wealth Advisors's B2Gold position peaked at $598 in Q4 2023.
260 funds tracked by Wall St. Rank held B2Gold as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.