LPWM
B

Lake Point Wealth Management’s Barrick Mining B Stock Holding History

Lake Point 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
2020
Q1 		– Sell
-100
Closed -$2K – 417
2019
Q4 		$2K Buy
+100
New +$1.72K ﹤0.01% 486

Other funds holding B

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lake Point Wealth Management's B Position: Q1 2020 in Review

Lake Point Wealth Management sold out of Barrick Mining (B) in Q1 2020, closing a stake of 100 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in B in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 579 funds tracked by Wall St. Rank hold B as of Q1 2020.

  • Lake Point Wealth Management reported no remaining Barrick Mining position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 100 Barrick Mining shares in Q1 2020, an estimated $2K.
  • Lake Point Wealth Management first reported a position in Barrick Mining in Q4 2019 and held it in 1 quarter.
  • Lake Point Wealth Management's Barrick Mining position peaked at $2K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.