MSFP
B

Mark Sheptoff Financial Planning’s Barrick Mining B Stock Holding History

Mark Sheptoff Financial Planning’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
2024
Q1 		– Sell
-2,500
Closed -$45.2K – 412
2023
Q4 		$45.2K Buy
+2,500
New +$41K 0.03% 168
2019
Q4 		– Sell
-400
Closed -$7K – 369
2019
Q3 		$7K Buy
+400
New +$7.06K ﹤0.01% 289

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's B Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of Barrick Mining (B) in Q1 2024, closing a stake of 2,500 shares — an estimated $45.2K sold.

Mark Sheptoff Financial Planning first reported a position in B in Q3 2019 and held it in 2 quarters. The position peaked at $45.2K in Q4 2023. 727 funds tracked by Wall St. Rank hold B as of Q1 2024.

  • Mark Sheptoff Financial Planning reported no remaining Barrick Mining position as of Q1 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,500 Barrick Mining shares in Q1 2024, an estimated $45.2K.
  • Mark Sheptoff Financial Planning first reported a position in Barrick Mining in Q3 2019 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Barrick Mining position peaked at $45.2K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2024, filed 10 May 2024.