MGWM
B

Marks Group Wealth Management’s Barrick Mining B Stock Holding History

Marks Group 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
2023
Q3 		– Sell
-21,742
Closed -$368K – 278
2023
Q2 		$368K Buy
21,742
+194
+0.9% +$3.54K 0.04% 232
2023
Q1 		$400K Buy
21,548
+204
+1% +$3.67K 0.05% 223
2022
Q4 		$367K Buy
21,344
+9,681
+83% +$154K 0.05% 229
2022
Q3 		$181K Sell
11,663
-752
-6% -$11.9K 0.03% 263
2022
Q2 		$219K Buy
+12,415
New +$269K 0.03% 272

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Royal Bank of Canada
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Fidelity Investments
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First Eagle Investment Management
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Capital World Investors
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Flossbach Von Storch
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return