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Oak Family Advisors’s B2Gold BTG Stock Holding History

Oak Family Advisors’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
Q4 		– Sell
-22,500
Closed -$69.3K – 127
2024
Q3 		$69.3K Sell
22,500
-31,450
-58% -$91.4K 0.02% 130
2024
Q2 		$146K Buy
53,950
+36,438
+208% +$98.4K 0.05% 116
2024
Q1 		$45.7K Buy
+17,512
New +$47.3K 0.02% 115
2023
Q3 		– Sell
-718,698
Closed -$2.57M – 113
2023
Q2 		$2.57M Sell
718,698
-295,277
-29% -$1.16M 1.22% 28
2023
Q1 		$4M Buy
1,013,975
+365,374
+56% +$1.36M 1.97% 19
2022
Q4 		$2.32M Buy
648,601
+97,515
+18% +$324K 1.24% 28
2022
Q3 		$1.77M Buy
551,086
+239,934
+77% +$791K 0.95% 31
2022
Q2 		$1.05M Buy
311,152
+99,496
+47% +$416K 0.53% 45
2022
Q1 		$972K Sell
211,656
-1,012,346
-83% -$4.07M 0.38% 58
2021
Q4 		$4.81M Buy
1,224,002
+64,730
+6% +$260K 1.8% 11
2021
Q3 		$3.96M Buy
1,159,272
+212,981
+23% +$823K 1.45% 12
2021
Q2 		$3.98M Buy
946,291
+380,313
+67% +$1.86M 1.66% 15
2021
Q1 		$2.44M Buy
565,978
+188,407
+50% +$919K 1.06% 22
2020
Q4 		$2.11M Buy
+377,571
New +$2.31M 1.09% 20

Other funds holding BTG

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oak Family Advisors's BTG Position: Q4 2024 in Review

Oak Family Advisors sold out of B2Gold (BTG) in Q4 2024, closing a stake of 22,500 shares — an estimated $69.3K sold.

Oak Family Advisors first reported a position in BTG in Q4 2020 and held it in 14 quarters. The position peaked at $4.81M in Q4 2021. 243 funds tracked by Wall St. Rank hold BTG as of Q4 2024.

  • Oak Family Advisors reported no remaining B2Gold position as of Q4 2024 after selling out during the quarter.
  • Oak Family Advisors sold 22,500 B2Gold shares in Q4 2024, an estimated $69.3K.
  • Oak Family Advisors first reported a position in B2Gold in Q4 2020 and held it in 14 quarters.
  • Oak Family Advisors's B2Gold position peaked at $4.81M in Q4 2021.
  • 243 funds tracked by Wall St. Rank held B2Gold as of Q4 2024.

Based on Oak Family Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.