Kellett Wealth Advisors’s B2Gold BTG Stock Holding History

Kellett 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 Q4	–	Sell	-12,500	Closed	-$38.5K	–	73
2024 Q3	$38.5K	Hold	12,500	–	–	0.03%	69
2024 Q2	$33.8K	Hold	12,500	–	–	0.03%	68
2024 Q1	$32.6K	Hold	12,500	–	–	0.02%	82
2023 Q4	$39.5K	Buy	+12,500	New	+$39.4K	0.03%	79
2023 Q2	–	Sell	-12,500	Closed	-$49.3K	–	61
2023 Q1	$49.3K	Hold	12,500	–	–	0.05%	54
2022 Q4	$44.6K	Hold	12,500	–	–	0.04%	53
2022 Q3	$38K	Hold	12,500	–	–	0.05%	52
2022 Q2	$42K	Buy	+12,500	New	+$52.2K	0.05%	57

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

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kellett Wealth Advisors's BTG Position: Q4 2024 in Review

Kellett Wealth Advisors sold out of B2Gold (BTG) in Q4 2024, closing a stake of 12,500 shares — an estimated $38.5K sold.

Kellett Wealth Advisors first reported a position in BTG in Q2 2022 and held it in 8 quarters. The position peaked at $49.3K in Q1 2023. 243 funds tracked by Wall St. Rank hold BTG as of Q4 2024.

Kellett Wealth Advisors reported no remaining B2Gold position as of Q4 2024 after selling out during the quarter.
Kellett Wealth Advisors sold 12,500 B2Gold shares in Q4 2024, an estimated $38.5K.
Kellett Wealth Advisors first reported a position in B2Gold in Q2 2022 and held it in 8 quarters.
Kellett Wealth Advisors's B2Gold position peaked at $49.3K in Q1 2023.
243 funds tracked by Wall St. Rank held B2Gold as of Q4 2024.

Based on Kellett Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.