SSWM
B

Smith Salley Wealth Management’s Barrick Mining B Stock Holding History

Smith Salley 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
2026
Q1 		– Sell
-4,621
Closed -$201K – 272
2025
Q4 		$201K Buy
+4,621
New +$173K 0.01% 263

Other funds holding B

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Smith Salley Wealth Management's B Position: Q1 2026 in Review

Smith Salley Wealth Management sold out of Barrick Mining (B) in Q1 2026, closing a stake of 4,621 shares — an estimated $201K sold.

Smith Salley Wealth Management first reported a position in B in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 1,027 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Smith Salley Wealth Management reported no remaining Barrick Mining position as of Q1 2026 after selling out during the quarter.
  • Smith Salley Wealth Management sold 4,621 Barrick Mining shares in Q1 2026, an estimated $201K.
  • Smith Salley Wealth Management first reported a position in Barrick Mining in Q4 2025 and held it in 1 quarter.
  • Smith Salley Wealth Management's Barrick Mining position peaked at $201K in Q4 2025.
  • 1,027 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.