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 $164B AUM 112.45% 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 $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kelly Financial Services's B Position: Q3 2024 in Review

Kelly Financial Services sold out of Barrick Mining (B) in Q3 2024, closing a stake of 220 shares — an estimated $3.67K sold.

Kelly Financial Services first reported a position in B in Q1 2021 and held it in 11 quarters. The position peaked at $13.2K in Q1 2021. 728 funds tracked by Wall St. Rank hold B as of Q3 2024.

  • Kelly Financial Services reported no remaining Barrick Mining position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 220 Barrick Mining shares in Q3 2024, an estimated $3.67K.
  • Kelly Financial Services first reported a position in Barrick Mining in Q1 2021 and held it in 11 quarters.
  • Kelly Financial Services's Barrick Mining position peaked at $13.2K in Q1 2021.
  • 728 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.