West Financial Advisors’s B2Gold BTG Stock Holding History

West Financial Advisors’s Portfolio BTG Stock Details BTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-500	Closed	-$1.22K	–	205
2024 Q4	$1.22K	Buy	+500	New	+$1.47K	﹤0.01%	181

Other funds holding BTG

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

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

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

West Financial Advisors's BTG Position: Q1 2025 in Review

West Financial Advisors sold out of B2Gold (BTG) in Q1 2025, closing a stake of 500 shares — an estimated $1.22K sold.

West Financial Advisors first reported a position in BTG in Q4 2024 and held it in 1 quarter. The position peaked at $1.22K in Q4 2024. 257 funds tracked by Wall St. Rank hold BTG as of Q1 2025.

West Financial Advisors reported no remaining B2Gold position as of Q1 2025 after selling out during the quarter.
West Financial Advisors sold 500 B2Gold shares in Q1 2025, an estimated $1.22K.
West Financial Advisors first reported a position in B2Gold in Q4 2024 and held it in 1 quarter.
West Financial Advisors's B2Gold position peaked at $1.22K in Q4 2024.
257 funds tracked by Wall St. Rank held B2Gold as of Q1 2025.

Based on West Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.