SFP
B

Sterling Financial Planning’s Barrick Mining B Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-745
Closed -$13K – 221
2021
Q3 		$13K Buy
745
+395
+113% +$7.93K 0.01% 294
2021
Q2 		$7K Sell
350
-228
-39% -$5.14K ﹤0.01% 325
2021
Q1 		$11K Sell
578
-302
-34% -$6.51K 0.01% 272
2020
Q4 		$20K Buy
+880
New +$22.3K 0.02% 216

Other funds holding B

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sterling Financial Planning's B Position: Q4 2021 in Review

Sterling Financial Planning sold out of Barrick Mining (B) in Q4 2021, closing a stake of 745 shares — an estimated $13K sold.

Sterling Financial Planning first reported a position in B in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q4 2020. 714 funds tracked by Wall St. Rank hold B as of Q4 2021.

  • Sterling Financial Planning reported no remaining Barrick Mining position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 745 Barrick Mining shares in Q4 2021, an estimated $13K.
  • Sterling Financial Planning first reported a position in Barrick Mining in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Barrick Mining position peaked at $20K in Q4 2020.
  • 714 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.