Meridian Wealth Management’s Barrick Mining B Stock Holding History

Meridian 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
2024 Q4	–	Sell	-15,004	Closed	-$298K	–	645
2024 Q3	$298K	Buy	+15,004	New	+$286K	0.01%	520
2024 Q2	–	Sell	-80,556	Closed	-$1.33M	–	382
2024 Q1	$1.33M	Sell	80,556 -2,000	-2%	-$31.3K	0.22%	73
2023 Q4	$1.46M	Sell	82,556 -82,556	-50%	-$1.36M	0.09%	207
2023 Q3	$2.45M	Buy	165,112 +84,556	+105%	+$1.39M	0.15%	128
2023 Q2	$1.36M	Sell	80,556 -8,927	-10%	-$163K	0.12%	159
2023 Q1	$1.66M	Sell	89,483 -3,475	-4%	-$62.4K	0.14%	144
2022 Q4	$1.6M	Buy	92,958 +124	+0.1%	+$1.97K	0.16%	136
2022 Q3	$1.44M	Sell	92,834 -1,409	-1%	-$22.2K	0.15%	139
2022 Q2	$1.67M	Buy	+94,243	New	+$2.04M	0.14%	163
2020 Q4	–	Sell	-8,215	Closed	-$230K	–	341
2020 Q3	$230K	Buy	+8,215	New	+$234K	0.06%	219
2019 Q3	–	Sell	-2,300	Closed	-$363	–	299
2019 Q2	$363	Buy	+2,300	New	+$30.5K	0.01%	427

Other funds holding B

VanEck Associates

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return