Lenox Wealth Management’s Barrick Mining B Stock Holding History

Lenox 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 Q2	$42K	Sell	1,593 -49	-3%	-$1.22K	0.01%	271
2020 Q1	$30K	Hold	1,642	–	–	0.01%	292
2019 Q4	$31K	Hold	1,642	–	–	0.01%	312
2019 Q3	$28K	Buy	1,642 +1,000	+156%	+$17.6K	0.01%	317
2019 Q2	$10K	Hold	642	–	–	﹤0.01%	435
2019 Q1	$9K	Buy	642 +520	+426%	+$6.72K	﹤0.01%	452
2018 Q4	$2K	Hold	122	–	–	﹤0.01%	554
2018 Q3	$1K	Sell	122 -148	-55%	-$1.65K	﹤0.01%	615
2018 Q2	$4K	Hold	270	–	–	﹤0.01%	451
2018 Q1	$3K	Sell	270 -730	-73%	-$9.7K	﹤0.01%	424
2017 Q4	$14K	Hold	1,000	–	–	﹤0.01%	350
2017 Q3	$16K	Hold	1,000	–	–	0.01%	341
2017 Q2	$16K	Hold	1,000	–	–	0.01%	331
2017 Q1	$19K	Hold	1,000	–	–	0.01%	143
2016 Q4	$16K	Hold	1,000	–	–	0.01%	148
2016 Q3	$18K	Hold	1,000	–	–	0.01%	145
2016 Q2	$21K	Hold	1,000	–	–	0.02%	141
2016 Q1	$14K	Hold	1,000	–	–	0.01%	154
2015 Q4	$7K	Hold	1,000	–	–	0.01%	179
2015 Q3	$6K	Hold	1,000	–	–	﹤0.01%	121
2015 Q2	$11K	Hold	1,000	–	–	0.01%	116
2015 Q1	$11K	Hold	1,000	–	–	0.01%	117
2014 Q4	$10K	Hold	1,000	–	–	0.01%	122
2014 Q3	$15K	Hold	1,000	–	–	0.01%	116
2014 Q2	$18K	Sell	1,000 -2,500	-71%	-$43.3K	0.01%	113
2014 Q1	$6.56M	Buy	3,500 +2,750	+367%	+$53.2K	3.37%	6
2013 Q4	$13K	Buy	+750	New	+$13.2K	0.01%	134

Other funds holding B

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lenox Wealth Management's B Position: Q2 2020 in Review

Lenox Wealth Management reduced its Barrick Mining (B) stake by 3% in Q2 2020, selling an estimated $1.22K and leaving 1,593 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #271.

Lenox Wealth Management first reported a position in B in Q4 2013 and has held it in 27 quarters since. The position peaked at $6.56M in Q1 2014. 624 funds tracked by Wall St. Rank hold B as of Q2 2020.

Lenox Wealth Management held 1,593 shares of Barrick Mining worth $42K as of Q2 2020.
Lenox Wealth Management sold 49 Barrick Mining shares in Q2 2020, an estimated $1.22K.
Barrick Mining made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #271 holding.
Lenox Wealth Management first reported a position in Barrick Mining in Q4 2013 and has held it in 27 quarters since.
Lenox Wealth Management's Barrick Mining position peaked at $6.56M in Q1 2014.
624 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.