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

Other funds holding B

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

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

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

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

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

Marks Group Wealth Management's B Position: Q3 2023 in Review

Marks Group Wealth Management sold out of Barrick Mining (B) in Q3 2023, closing a stake of 21,742 shares — an estimated $368K sold.

Marks Group Wealth Management first reported a position in B in Q2 2022 and held it in 5 quarters. The position peaked at $400K in Q1 2023. 732 funds tracked by Wall St. Rank hold B as of Q3 2023.

Marks Group Wealth Management reported no remaining Barrick Mining position as of Q3 2023 after selling out during the quarter.
Marks Group Wealth Management sold 21,742 Barrick Mining shares in Q3 2023, an estimated $368K.
Marks Group Wealth Management first reported a position in Barrick Mining in Q2 2022 and held it in 5 quarters.
Marks Group Wealth Management's Barrick Mining position peaked at $400K in Q1 2023.
732 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2023.

Based on Marks Group Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.