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 Q3	–	Sell	-80,000	Closed	-$216K	–	135
2024 Q2	$216K	Buy	+80,000	New	+$216K	0.07%	113
2021 Q3	–	Sell	-5,000	Closed	-$21K	–	145
2021 Q2	$21K	Hold	5,000	–	–	0.01%	97
2021 Q1	$22K	Buy	+5,000	New	+$24.4K	0.01%	90

Other funds holding BTG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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.