WMA
B

Wealth Management Associates’s Barrick Mining B Stock Holding History

Wealth Management Associates’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
2022
Q3 		– Sell
-11,545
Closed -$204K – 181
2022
Q2 		$204K Sell
11,545
-1,705
-13% -$37K 0.14% 166
2022
Q1 		$325K Buy
+13,250
New +$285K 0.18% 139
2021
Q2 		– Sell
-16,677
Closed -$330K – 202
2021
Q1 		$330K Buy
+16,677
New +$359K 0.21% 117

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Management Associates's B Position: Q3 2022 in Review

Wealth Management Associates sold out of Barrick Mining (B) in Q3 2022, closing a stake of 11,545 shares — an estimated $204K sold.

Wealth Management Associates first reported a position in B in Q1 2021 and held it in 3 quarters. The position peaked at $330K in Q1 2021. 720 funds tracked by Wall St. Rank hold B as of Q3 2022.

  • Wealth Management Associates reported no remaining Barrick Mining position as of Q3 2022 after selling out during the quarter.
  • Wealth Management Associates sold 11,545 Barrick Mining shares in Q3 2022, an estimated $204K.
  • Wealth Management Associates first reported a position in Barrick Mining in Q1 2021 and held it in 3 quarters.
  • Wealth Management Associates's Barrick Mining position peaked at $330K in Q1 2021.
  • 720 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2022.

Based on Wealth Management Associates's 13F filing for Q3 2022, filed 28 May 2025.