SWM
B

Scissortail Wealth Management’s Barrick Mining B Stock Holding History

Scissortail Wealth 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
-16,333
Closed -$256K – 164
2023
Q4 		$256K Buy
+16,333
New +$268K 0.08% 135

Other funds holding B

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Scissortail Wealth Management's B Position: Q1 2024 in Review

Scissortail Wealth Management sold out of Barrick Mining (B) in Q1 2024, closing a stake of 16,333 shares — an estimated $256K sold.

Scissortail Wealth Management first reported a position in B in Q4 2023 and held it in 1 quarter. The position peaked at $256K in Q4 2023. 727 funds tracked by Wall St. Rank hold B as of Q1 2024.

  • Scissortail Wealth Management reported no remaining Barrick Mining position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 16,333 Barrick Mining shares in Q1 2024, an estimated $256K.
  • Scissortail Wealth Management first reported a position in Barrick Mining in Q4 2023 and held it in 1 quarter.
  • Scissortail Wealth Management's Barrick Mining position peaked at $256K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2024.

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