MWM
B

MinichMacGregor Wealth Management’s Barrick Mining B Stock Holding History

MinichMacGregor 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
Q1 		– Sell
-500
Closed -$8.59K – 308
2022
Q4 		$8.59K Buy
+500
New +$7.96K ﹤0.01% 426
2016
Q3 		– Sell
-487
Closed -$10K – 465
2016
Q2 		$10K Buy
+487
New +$8.67K 0.01% 254

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MinichMacGregor Wealth Management's B Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Barrick Mining (B) in Q1 2023, closing a stake of 500 shares — an estimated $8.59K sold.

MinichMacGregor Wealth Management first reported a position in B in Q2 2016 and held it in 2 quarters. The position peaked at $10K in Q2 2016. 748 funds tracked by Wall St. Rank hold B as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Barrick Mining position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 500 Barrick Mining shares in Q1 2023, an estimated $8.59K.
  • MinichMacGregor Wealth Management first reported a position in Barrick Mining in Q2 2016 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Barrick Mining position peaked at $10K in Q2 2016.
  • 748 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.