RIM
B

Rockbridge Investment Management’s Barrick Mining B Stock Holding History

Rockbridge Investment Management’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
-159
Closed -$2.88K – 324
2023
Q4 		$2.88K Buy
+159
New +$2.61K ﹤0.01% 523
2022
Q3 		– Sell
-159
Closed -$2.81K – 300
2022
Q2 		$2.81K Hold
159
– – ﹤0.01% 516
2022
Q1 		$3.97K Hold
159
– – ﹤0.01% 648
2021
Q4 		$3K Sell
159
-1,600
-91% -$30.4K ﹤0.01% 699
2021
Q3 		$32K Buy
1,759
+100
+6% +$2.01K 0.01% 380
2021
Q2 		$34K Hold
1,659
– – 0.01% 365
2021
Q1 		$33K Buy
+1,659
New +$35.8K 0.01% 345

Other funds holding B

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $580B AUM 38.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.26T AUM 61.52% 1-Year Est. Return

Rockbridge Investment Management's B Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Barrick Mining (B) in Q1 2024, closing a stake of 159 shares — an estimated $2.88K sold.

Rockbridge Investment Management first reported a position in B in Q1 2021 and held it in 7 quarters. The position peaked at $34K in Q2 2021. 730 funds tracked by Wall St. Rank hold B as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Barrick Mining position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 159 Barrick Mining shares in Q1 2024, an estimated $2.88K.
  • Rockbridge Investment Management first reported a position in Barrick Mining in Q1 2021 and held it in 7 quarters.
  • Rockbridge Investment Management's Barrick Mining position peaked at $34K in Q2 2021.
  • 730 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.