WIA
B

Wetzel Investment Advisors’s Barrick Mining B Stock Holding History

Wetzel Investment Advisors’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
-484
Closed -$8.05K – 422
2024
Q2 		$8.05K Hold
484
– – ﹤0.01% 494
2024
Q1 		$8.22K Hold
484
– – ﹤0.01% 576
2023
Q4 		$9K Buy
+484
New +$7.95K 0.01% 548

Other funds holding B

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Vanguard Group
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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

Wetzel Investment Advisors's B Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Barrick Mining (B) in Q3 2024, closing a stake of 484 shares — an estimated $8.05K sold.

Wetzel Investment Advisors first reported a position in B in Q4 2023 and held it in 3 quarters. The position peaked at $9K in Q4 2023. 725 funds tracked by Wall St. Rank hold B as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Barrick Mining position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 484 Barrick Mining shares in Q3 2024, an estimated $8.05K.
  • Wetzel Investment Advisors first reported a position in Barrick Mining in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Barrick Mining position peaked at $9K in Q4 2023.
  • 725 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.