Triad Wealth Partners’s Barrick Mining B Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-123	Closed	-$2.05K	–	383
2024 Q2	$2.05K	Buy	+123	New	+$2.09K	﹤0.01%	755

Other funds holding B

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Triad Wealth Partners's B Position: Q3 2024 in Review

Triad Wealth Partners sold out of Barrick Mining (B) in Q3 2024, closing a stake of 123 shares — an estimated $2.05K sold.

Triad Wealth Partners first reported a position in B in Q2 2024 and held it in 1 quarter. The position peaked at $2.05K in Q2 2024. 725 funds tracked by Wall St. Rank hold B as of Q3 2024.

Triad Wealth Partners reported no remaining Barrick Mining position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 123 Barrick Mining shares in Q3 2024, an estimated $2.05K.
Triad Wealth Partners first reported a position in Barrick Mining in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Barrick Mining position peaked at $2.05K in Q2 2024.
725 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.