Primoris Wealth Advisors’s B2Gold BTG Stock Holding History

Primoris Wealth 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 Q2	–	Sell	-20,765	Closed	-$27.9K	–	98
2024 Q1	$27.9K	Buy	+20,765	New	+$56.1K	0.02%	97

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

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

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Primoris Wealth Advisors's BTG Position: Q2 2024 in Review

Primoris Wealth Advisors sold out of B2Gold (BTG) in Q2 2024, closing a stake of 20,765 shares — an estimated $27.9K sold.

Primoris Wealth Advisors first reported a position in BTG in Q1 2024 and held it in 1 quarter. The position peaked at $27.9K in Q1 2024. 260 funds tracked by Wall St. Rank hold BTG as of Q2 2024.

Primoris Wealth Advisors reported no remaining B2Gold position as of Q2 2024 after selling out during the quarter.
Primoris Wealth Advisors sold 20,765 B2Gold shares in Q2 2024, an estimated $27.9K.
Primoris Wealth Advisors first reported a position in B2Gold in Q1 2024 and held it in 1 quarter.
Primoris Wealth Advisors's B2Gold position peaked at $27.9K in Q1 2024.
260 funds tracked by Wall St. Rank held B2Gold as of Q2 2024.

Based on Primoris Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.