Selective Wealth Management’s Barrick Mining B Stock Holding History

Selective 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
2022 Q4	–	Sell	-300	Closed	-$5K	–	355
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	590
2022 Q2	$5K	Hold	300	–	–	﹤0.01%	625
2022 Q1	$7K	Hold	300	–	–	﹤0.01%	575
2021 Q4	$6K	Hold	300	–	–	﹤0.01%	533
2021 Q3	$5K	Buy	300 +100	+50%	+$2.01K	﹤0.01%	489
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	421
2021 Q1	$4K	Buy	+200	New	+$4.31K	﹤0.01%	325

Other funds holding B

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Selective Wealth Management's B Position: Q4 2022 in Review

Selective Wealth Management sold out of Barrick Mining (B) in Q4 2022, closing a stake of 300 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in B in Q1 2021 and held it in 7 quarters. The position peaked at $7K in Q1 2022. 748 funds tracked by Wall St. Rank hold B as of Q4 2022.

Selective Wealth Management reported no remaining Barrick Mining position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 300 Barrick Mining shares in Q4 2022, an estimated $5K.
Selective Wealth Management first reported a position in Barrick Mining in Q1 2021 and held it in 7 quarters.
Selective Wealth Management's Barrick Mining position peaked at $7K in Q1 2022.
748 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.