SFG
B

Steward Financial Group’s Barrick Mining B Stock Holding History

Steward Financial Group’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
Q1 		– Sell
-150
Closed -$2K – 801
2022
Q4 		$2K Buy
+150
New +$2.39K ﹤0.01% 327
2022
Q3 		– Sell
-150
Closed -$2K – 586
2022
Q2 		$2K Hold
150
– – ﹤0.01% 559
2022
Q1 		$3K Hold
150
– – ﹤0.01% 262
2021
Q4 		$2K Buy
+150
New +$2.85K ﹤0.01% 227

Other funds holding B

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Steward Financial Group's B Position: Q1 2023 in Review

Steward Financial Group sold out of Barrick Mining (B) in Q1 2023, closing a stake of 150 shares — an estimated $2K sold.

Steward Financial Group first reported a position in B in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 750 funds tracked by Wall St. Rank hold B as of Q1 2023.

  • Steward Financial Group reported no remaining Barrick Mining position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 150 Barrick Mining shares in Q1 2023, an estimated $2K.
  • Steward Financial Group first reported a position in Barrick Mining in Q4 2021 and held it in 4 quarters.
  • Steward Financial Group's Barrick Mining position peaked at $3K in Q1 2022.
  • 750 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.