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 New York $164B AUM 112.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Liberty Wealth Management's B Position: Q4 2021 in Review

Liberty Wealth Management sold out of Barrick Mining (B) in Q4 2021, closing a stake of 73 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in B in Q4 2018 and held it in 11 quarters. The position peaked at $37K in Q1 2021. 714 funds tracked by Wall St. Rank hold B as of Q4 2021.

Liberty Wealth Management reported no remaining Barrick Mining position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 73 Barrick Mining shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in Barrick Mining in Q4 2018 and held it in 11 quarters.
Liberty Wealth Management's Barrick Mining position peaked at $37K in Q1 2021.
714 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.