KMWM
B

Keudell/Morrison Wealth Management’s Barrick Mining B Stock Holding History

Keudell/Morrison Wealth Management’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
2025
Q1 		– Sell
-10,054
Closed -$156K – 224
2024
Q4 		$156K Buy
+10,054
New +$183K 0.04% 217

Other funds holding B

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Keudell/Morrison Wealth Management's B Position: Q1 2025 in Review

Keudell/Morrison Wealth Management sold out of Barrick Mining (B) in Q1 2025, closing a stake of 10,054 shares — an estimated $156K sold.

Keudell/Morrison Wealth Management first reported a position in B in Q4 2024 and held it in 1 quarter. The position peaked at $156K in Q4 2024. 745 funds tracked by Wall St. Rank hold B as of Q1 2025.

  • Keudell/Morrison Wealth Management reported no remaining Barrick Mining position as of Q1 2025 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 10,054 Barrick Mining shares in Q1 2025, an estimated $156K.
  • Keudell/Morrison Wealth Management first reported a position in Barrick Mining in Q4 2024 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Barrick Mining position peaked at $156K in Q4 2024.
  • 745 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.