Tradition Wealth Management’s Barrick Mining B Stock Holding History

Tradition 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
2024 Q1	–	Sell	-9,156	Closed	-$166K	–	713
2023 Q4	$166K	Buy	9,156 +100	+1%	+$1.64K	0.02%	352
2023 Q3	$132K	Hold	9,056	–	–	0.02%	374
2023 Q2	$153K	Buy	9,056 +2,250	+33%	+$41K	0.02%	355
2023 Q1	$126K	Sell	6,806 -2,850	-30%	-$51.2K	0.02%	378
2022 Q4	$166K	Buy	9,656 +7,150	+285%	+$114K	0.02%	290
2022 Q3	$39K	Hold	2,506	–	–	0.01%	577
2022 Q2	$44K	Sell	2,506 -5,750	-70%	-$125K	0.01%	483
2022 Q1	$203K	Buy	8,256 +5,750	+229%	+$124K	0.03%	290
2021 Q4	$48K	Hold	2,506	–	–	0.01%	534
2021 Q3	$45K	Hold	2,506	–	–	0.01%	528
2021 Q2	$52K	Buy	+2,506	New	+$56.5K	0.01%	514

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tradition Wealth Management's B Position: Q1 2024 in Review

Tradition Wealth Management sold out of Barrick Mining (B) in Q1 2024, closing a stake of 9,156 shares — an estimated $166K sold.

Tradition Wealth Management first reported a position in B in Q2 2021 and held it in 11 quarters. The position peaked at $203K in Q1 2022. 729 funds tracked by Wall St. Rank hold B as of Q1 2024.

Tradition Wealth Management reported no remaining Barrick Mining position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 9,156 Barrick Mining shares in Q1 2024, an estimated $166K.
Tradition Wealth Management first reported a position in Barrick Mining in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's Barrick Mining position peaked at $203K in Q1 2022.
729 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.