MBFW
B

Morton Brown Family Wealth’s Barrick Mining B Stock Holding History

Morton Brown Family Wealth’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
Q1 		– Sell
-1,004
Closed -$18.2K – 255
2023
Q4 		$18.2K Buy
+1,004
New +$16.5K 0.01% 146
2023
Q2 		– Sell
-1,000
Closed -$18.6K – 226
2023
Q1 		$18.6K Buy
+1,000
New +$18K 0.01% 105

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morton Brown Family Wealth's B Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Barrick Mining (B) in Q1 2024, closing a stake of 1,004 shares — an estimated $18.2K sold.

Morton Brown Family Wealth first reported a position in B in Q1 2023 and held it in 2 quarters. The position peaked at $18.6K in Q1 2023. 727 funds tracked by Wall St. Rank hold B as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining Barrick Mining position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 1,004 Barrick Mining shares in Q1 2024, an estimated $18.2K.
  • Morton Brown Family Wealth first reported a position in Barrick Mining in Q1 2023 and held it in 2 quarters.
  • Morton Brown Family Wealth's Barrick Mining position peaked at $18.6K in Q1 2023.
  • 727 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.