MBL Wealth’s B2Gold BTG Stock Holding History

MBL Wealth’s Portfolio BTG Stock Details BTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13,950	Closed	-$37.7K	–	211
2024 Q2	$37.7K	Hold	13,950	–	–	﹤0.01%	204
2024 Q1	$36.4K	Hold	13,950	–	–	﹤0.01%	200
2023 Q4	$44.1K	Hold	13,950	–	–	0.01%	185
2023 Q3	$40.3K	Buy	+13,950	New	+$45.4K	0.01%	174

Other funds holding BTG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MBL Wealth's BTG Position: Q3 2024 in Review

MBL Wealth sold out of B2Gold (BTG) in Q3 2024, closing a stake of 13,950 shares — an estimated $37.7K sold.

MBL Wealth first reported a position in BTG in Q3 2023 and held it in 4 quarters. The position peaked at $44.1K in Q4 2023. 251 funds tracked by Wall St. Rank hold BTG as of Q3 2024.

MBL Wealth reported no remaining B2Gold position as of Q3 2024 after selling out during the quarter.
MBL Wealth sold 13,950 B2Gold shares in Q3 2024, an estimated $37.7K.
MBL Wealth first reported a position in B2Gold in Q3 2023 and held it in 4 quarters.
MBL Wealth's B2Gold position peaked at $44.1K in Q4 2023.
251 funds tracked by Wall St. Rank held B2Gold as of Q3 2024.

Based on MBL Wealth's 13F filing for Q3 2024, filed 8 Jan 2025.