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WAM
B
Wealthspire Advisors (Maryland)’s
Barrick Mining
B
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
B Stock Details
B Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-4,143
Closed
-$57K
–
1093
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
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$5.7T AUM
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1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
Flossbach Von Storch
Cologne, Germany
$21.4B AUM
8.31%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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