WFPG
B

Waller Financial Planning Group’s Barrick Mining B Stock Holding History

Waller Financial Planning 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
2024
Q3 		– Sell
-10,177
Closed -$170K – 71
2024
Q2 		$170K Hold
10,177
– – 0.05% 68
2024
Q1 		$169K Hold
10,177
– – 0.05% 63
2023
Q4 		$184K Buy
+10,177
New +$167K 0.05% 60

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Waller Financial Planning Group's B Position: Q3 2024 in Review

Waller Financial Planning Group sold out of Barrick Mining (B) in Q3 2024, closing a stake of 10,177 shares — an estimated $170K sold.

Waller Financial Planning Group first reported a position in B in Q4 2023 and held it in 3 quarters. The position peaked at $184K in Q4 2023. 725 funds tracked by Wall St. Rank hold B as of Q3 2024.

  • Waller Financial Planning Group reported no remaining Barrick Mining position as of Q3 2024 after selling out during the quarter.
  • Waller Financial Planning Group sold 10,177 Barrick Mining shares in Q3 2024, an estimated $170K.
  • Waller Financial Planning Group first reported a position in Barrick Mining in Q4 2023 and held it in 3 quarters.
  • Waller Financial Planning Group's Barrick Mining position peaked at $184K in Q4 2023.
  • 725 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2024.

Based on Waller Financial Planning Group's 13F filing for Q3 2024, filed 2 Oct 2024.