SS
B

Simplicity Solutions’s Barrick Mining B Stock Holding History

Simplicity Solutions’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
2023
Q4 		$396K Buy
21,876
+2,551
+13% +$41.9K 0.01% 744
2023
Q3 		$281K Buy
19,325
+49
+0.3% +$803 0.01% 789
2023
Q2 		$326K Sell
19,276
-13,550
-41% -$247K 0.01% 795
2023
Q1 		$610K Buy
+32,826
New +$590K 0.02% 626

Other funds holding B

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Simplicity Solutions's B Position: Q4 2023 in Review

Simplicity Solutions increased its Barrick Mining (B) stake by 13% in Q4 2023, buying an estimated $41.9K and bringing the position to 21,876 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #744.

Simplicity Solutions first reported a position in B in Q1 2023 and has held it in 4 quarters since. The position peaked at $610K in Q1 2023. 728 funds tracked by Wall St. Rank hold B as of Q4 2023.

  • Simplicity Solutions held 21,876 shares of Barrick Mining worth $396K as of Q4 2023.
  • Simplicity Solutions bought 2,551 Barrick Mining shares in Q4 2023, an estimated $41.9K.
  • Barrick Mining made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #744 holding.
  • Simplicity Solutions first reported a position in Barrick Mining in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's Barrick Mining position peaked at $610K in Q1 2023.
  • 728 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.