MWM
B

Mission Wealth Management’s Barrick Mining B Stock Holding History

Mission 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
2020
Q4 		– Sell
-7,702
Closed -$217K – 415
2020
Q3 		$217K Buy
+7,702
New +$219K 0.02% 329

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mission Wealth Management's B Position: Q4 2020 in Review

Mission Wealth Management sold out of Barrick Mining (B) in Q4 2020, closing a stake of 7,702 shares — an estimated $217K sold.

Mission Wealth Management first reported a position in B in Q3 2020 and held it in 1 quarter. The position peaked at $217K in Q3 2020. 703 funds tracked by Wall St. Rank hold B as of Q4 2020.

  • Mission Wealth Management reported no remaining Barrick Mining position as of Q4 2020 after selling out during the quarter.
  • Mission Wealth Management sold 7,702 Barrick Mining shares in Q4 2020, an estimated $217K.
  • Mission Wealth Management first reported a position in Barrick Mining in Q3 2020 and held it in 1 quarter.
  • Mission Wealth Management's Barrick Mining position peaked at $217K in Q3 2020.
  • 703 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2020.

Based on Mission Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.