Lloyd Advisory Services’s Barrick Mining B Stock Holding History

Lloyd Advisory Services’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	-21,491	Closed	-$313K	–	224
2023 Q3	$313K	Buy	+21,491	New	+$352K	0.1%	180

Other funds holding B

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Lloyd Advisory Services's B Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Barrick Mining (B) in Q4 2023, closing a stake of 21,491 shares — an estimated $313K sold.

Lloyd Advisory Services first reported a position in B in Q3 2023 and held it in 1 quarter. The position peaked at $313K in Q3 2023. 728 funds tracked by Wall St. Rank hold B as of Q4 2023.

Lloyd Advisory Services reported no remaining Barrick Mining position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 21,491 Barrick Mining shares in Q4 2023, an estimated $313K.
Lloyd Advisory Services first reported a position in Barrick Mining in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Barrick Mining position peaked at $313K in Q3 2023.
728 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.