TWM
B

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return