JP Morgan Private Wealth Advisors’s Barrick Mining B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $457K | Sell |
31,430
-1,063
| -3% | -$17.4K | ﹤0.01% | 1284 |
|
|
2023
Q2 | $550K | Sell |
32,493
-31,459
| -49% | -$573K | ﹤0.01% | 991 |
|
|
2023
Q1 | $1.19M | Buy |
63,952
+5,682
| +10% | +$102K | ﹤0.01% | 1092 |
|
|
2022
Q4 | $1M | Buy |
58,270
+804
| +1% | +$12.8K | ﹤0.01% | 1147 |
|
|
2022
Q3 | $891K | Buy |
57,466
+6,661
| +13% | +$105K | ﹤0.01% | 1196 |
|
|
2022
Q2 | $899K | Buy |
50,805
+3,254
| +7% | +$70.6K | ﹤0.01% | 1191 |
|
|
2022
Q1 | $1.17M | Sell |
47,551
-34,842
| -42% | -$750K | ﹤0.01% | 1141 |
|
|
2021
Q4 | $1.56M | Sell |
82,393
-12,349
| -13% | -$234K | ﹤0.01% | 1018 |
|
|
2021
Q3 | $1.71M | Buy |
94,742
+2,507
| +3% | +$50.3K | ﹤0.01% | 958 |
|
|
2021
Q2 | $1.91M | Buy |
92,235
+10,347
| +13% | +$233K | ﹤0.01% | 900 |
|
|
2021
Q1 | $1.62M | Buy |
81,888
+26,929
| +49% | +$580K | 0.01% | 841 |
|
|
2020
Q4 | $1.25M | Sell |
54,959
-572
| -1% | -$14.5K | ﹤0.01% | 921 |
|
|
2020
Q3 | $1.56M | Buy |
55,531
+1,305
| +2% | +$37.2K | 0.01% | 725 |
|
|
2020
Q2 | $1.46M | Buy |
+54,226
| New | +$1.35M | 0.01% | 680 |
|
|
2019
Q2 | – | Sell |
-34,727
| Closed | -$476K | – | 1413 |
|
|
2019
Q1 | $476K | Buy |
+34,727
| New | +$449K | ﹤0.01% | 1055 |
|
|
2018
Q4 | – | Sell |
-34,727
| Closed | -$385K | – | 1513 |
|
|
2018
Q3 | $385K | Sell |
34,727
-1,140
| -3% | -$12.7K | ﹤0.01% | 1182 |
|
|
2018
Q2 | $471K | Sell |
35,867
-500
| -1% | -$6.56K | ﹤0.01% | 1026 |
|
|
2018
Q1 | $452K | Sell |
36,367
-30,100
| -45% | -$400K | ﹤0.01% | 900 |
|
|
2017
Q4 | $961K | Sell |
66,467
-1,312
| -2% | -$19.3K | 0.01% | 666 |
|
|
2017
Q3 | $1.09M | Buy |
67,779
+1,303
| +2% | +$21.8K | 0.01% | 605 |
|
|
2017
Q2 | $1.06M | Buy |
66,476
+331
| +0.5% | +$5.67K | 0.01% | 602 |
|
|
2017
Q1 | $1.26M | Buy |
66,145
+28,577
| +76% | +$527K | 0.01% | 572 |
|
|
2016
Q4 | $600K | Sell |
37,568
-2,647
| -7% | -$42K | 0.01% | 740 |
|
|
2016
Q3 | $713K | Sell |
40,215
-841
| -2% | -$16.8K | 0.01% | 669 |
|
|
2016
Q2 | $877K | Sell |
41,056
-32,185
| -44% | -$573K | 0.01% | 626 |
|
|
2016
Q1 | $994K | Buy |
73,241
+32,349
| +79% | +$376K | 0.01% | 555 |
|
|
2015
Q4 | $302K | Sell |
40,892
-1,798
| -4% | -$13.4K | ﹤0.01% | 855 |
|
|
2015
Q3 | $271K | Sell |
42,690
-4,736
| -10% | -$35.6K | ﹤0.01% | 825 |
|
|
2015
Q2 | $506K | Buy |
47,426
+9,552
| +25% | +$116K | 0.01% | 667 |
|
|
2015
Q1 | $415K | Sell |
37,874
-14,325
| -27% | -$169K | ﹤0.01% | 782 |
|
|
2014
Q4 | $561K | Sell |
52,199
-1,584
| -3% | -$19.5K | 0.01% | 668 |
|
|
2014
Q3 | $788K | Buy |
53,783
+32,760
| +156% | +$584K | 0.01% | 574 |
|
|
2014
Q2 | $385K | Sell |
21,023
-2,642
| -11% | -$45.8K | 0.01% | 637 |
|
|
2014
Q1 | $422K | Buy |
23,665
+3,057
| +15% | +$59.1K | 0.01% | 621 |
|
|
2013
Q4 | $363K | Buy |
20,608
+7,238
| +54% | +$128K | 0.01% | 507 |
|
|
2013
Q3 | $249K | Buy |
13,370
+1,981
| +17% | +$34.9K | 0.01% | 549 |
|
|
2013
Q2 | $179K | Buy |
+11,389
| New | +$231K | ﹤0.01% | 586 |
|
Other funds holding B
JP Morgan Private Wealth Advisors's B Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Barrick Mining (B) stake by 3.3% in Q3 2023, selling an estimated $17.4K and leaving 31,430 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.
JP Morgan Private Wealth Advisors first reported a position in B in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.91M in Q2 2021. 731 funds tracked by Wall St. Rank hold B as of Q3 2023.
- JP Morgan Private Wealth Advisors held 31,430 shares of Barrick Mining worth $457K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 1,063 Barrick Mining shares in Q3 2023, an estimated $17.4K.
- Barrick Mining made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1284 holding.
- JP Morgan Private Wealth Advisors first reported a position in Barrick Mining in Q2 2013 and has held it in 37 quarters since.
- JP Morgan Private Wealth Advisors's Barrick Mining position peaked at $1.91M in Q2 2021.
- 731 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.