PIWA
B

Prevail Innovative Wealth Advisors’s Barrick Mining B Stock Holding History

Prevail Innovative Wealth Advisors’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
Q2 		– Sell
-139,428
Closed -$2.32M – 164
2024
Q1 		$2.32M Buy
139,428
+48,184
+53% +$754K 0.86% 42
2023
Q4 		$1.65M Buy
+91,244
New +$1.5M 0.79% 53

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Prevail Innovative Wealth Advisors's B Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of Barrick Mining (B) in Q2 2024, closing a stake of 139,428 shares — an estimated $2.32M sold.

Prevail Innovative Wealth Advisors first reported a position in B in Q4 2023 and held it in 2 quarters. The position peaked at $2.32M in Q1 2024. 713 funds tracked by Wall St. Rank hold B as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Barrick Mining position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 139,428 Barrick Mining shares in Q2 2024, an estimated $2.32M.
  • Prevail Innovative Wealth Advisors first reported a position in Barrick Mining in Q4 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Barrick Mining position peaked at $2.32M in Q1 2024.
  • 713 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.