LWM
B

Liberty Wealth Management’s Barrick Mining B Stock Holding History

Liberty 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
2021
Q4 		– Sell
-73
Closed -$1K – 540
2021
Q3 		$1K Sell
73
-1,421
-95% -$28.5K ﹤0.01% 1115
2021
Q2 		$31K Sell
1,494
-178
-11% -$4.01K 0.01% 410
2021
Q1 		$37K Hold
1,672
– – 0.02% 340
2020
Q4 		$37K Buy
+1,672
New +$42.4K 0.02% 337
2020
Q3 		– Sell
-240
Closed -$6K – 897
2020
Q2 		$6K Buy
240
+1
+0.4% +$25 ﹤0.01% 576
2020
Q1 		$4K Buy
239
+1
+0.4% +$19 ﹤0.01% 615
2019
Q4 		$4K Hold
238
– – ﹤0.01% 691
2019
Q3 		$4K Buy
238
+165
+226% +$2.91K ﹤0.01% 665
2019
Q2 		$1K Hold
73
– – ﹤0.01% 819
2019
Q1 		$1K Hold
73
– – ﹤0.01% 674
2018
Q4 		$0 Buy
+73
New +$943 ﹤0.01% 769

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return