Legacy Financial Group (Iowa)
B

Legacy Financial Group (Iowa)’s Barrick Mining B Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-599
Closed -$8.71K – 211
2023
Q3 		$8.71K Buy
+599
New +$9.82K ﹤0.01% 340

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Vanguard Group
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BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Legacy Financial Group (Iowa)'s B Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Barrick Mining (B) in Q4 2023, closing a stake of 599 shares — an estimated $8.71K sold.

Legacy Financial Group (Iowa) first reported a position in B in Q3 2023 and held it in 1 quarter. The position peaked at $8.71K in Q3 2023. 728 funds tracked by Wall St. Rank hold B as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Barrick Mining position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 599 Barrick Mining shares in Q4 2023, an estimated $8.71K.
  • Legacy Financial Group (Iowa) first reported a position in Barrick Mining in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Barrick Mining position peaked at $8.71K in Q3 2023.
  • 728 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.