KFS
B

Kelly Financial Services’s Barrick Mining B Stock Holding History

Kelly Financial Services’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
-220
Closed -$3.67K – 337
2024
Q2 		$3.67K Buy
220
+17
+8% +$289 ﹤0.01% 525
2024
Q1 		$3.38K Buy
203
+1
+0.5% +$16 ﹤0.01% 544
2023
Q4 		$3.65K Buy
202
+1
+0.5% +$16 ﹤0.01% 511
2023
Q3 		$2.92K Sell
201
-83
-29% -$1.36K ﹤0.01% 513
2023
Q2 		$4.8K Buy
284
+2
+0.7% +$36 ﹤0.01% 449
2023
Q1 		$5.24K Buy
282
+2
+0.7% +$36 ﹤0.01% 423
2022
Q4 		$4.82K Buy
280
+2
+0.7% +$32 ﹤0.01% 407
2022
Q3 		$4.31K Buy
278
+4
+1% +$63 ﹤0.01% 414
2022
Q2 		$4.85K Buy
274
+2
+0.7% +$43 ﹤0.01% 406
2022
Q1 		$6.66K Buy
+272
New +$5.86K ﹤0.01% 390
2021
Q2 		– Sell
-669
Closed -$13.2K – 645
2021
Q1 		$13.2K Buy
+669
New +$14.4K 0.01% 263

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return