Wealthspire Advisors (Maryland)’s Barrick Mining B Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-4,143	Closed	-$57K	–	1074
2019 Q1	$57K	Buy	4,143 +732	+21%	+$9.46K	﹤0.01%	849
2018 Q4	$55K	Buy	3,411 +105	+3%	+$1.36K	﹤0.01%	819
2018 Q3	$37K	Buy	3,306 +206	+7%	+$2.29K	﹤0.01%	1072
2018 Q2	$41K	Hold	3,100	–	–	﹤0.01%	1055
2018 Q1	$39K	Sell	3,100 -22	-0.7%	-$292	﹤0.01%	1081
2017 Q4	$45K	Buy	3,122 +22	+0.7%	+$324	﹤0.01%	1047
2017 Q3	$50K	Sell	3,100 -69	-2%	-$1.15K	0.01%	985
2017 Q2	$50K	Sell	3,169 -3	-0.1%	-$51	0.01%	950
2017 Q1	$60K	Buy	3,172 +72	+2%	+$1.33K	0.01%	756
2016 Q4	$50K	Hold	3,100	–	–	0.01%	765
2016 Q3	$55K	Hold	3,100	–	–	0.01%	749
2016 Q2	$66K	Hold	3,100	–	–	0.01%	655
2016 Q1	$42K	Hold	3,100	–	–	0.01%	744
2015 Q4	$23K	Buy	+3,100	New	+$23.1K	﹤0.01%	924

Other funds holding B

VanEck Associates New York $164B AUM 112.45% 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

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s B Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Barrick Mining (B) in Q2 2019, closing a stake of 4,143 shares — an estimated $57K sold.

Wealthspire Advisors (Maryland) first reported a position in B in Q4 2015 and held it in 14 quarters. The position peaked at $66K in Q2 2016. 496 funds tracked by Wall St. Rank hold B as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Barrick Mining position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,143 Barrick Mining shares in Q2 2019, an estimated $57K.
Wealthspire Advisors (Maryland) first reported a position in Barrick Mining in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Barrick Mining position peaked at $66K in Q2 2016.
496 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.