WP
B

WMS Partners’s Barrick Mining B Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-10,559
Closed -$164K – 108
2024
Q4 		$164K Hold
10,559
– – 0.01% 290
2024
Q3 		$210K Buy
10,559
+472
+5% +$8.99K 0.01% 274
2024
Q2 		$168K Sell
10,087
-39
-0.4% -$662 0.01% 255
2024
Q1 		$168K Buy
+10,126
New +$158K 0.01% 261

Other funds holding B

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

WMS Partners's B Position: Q1 2025 in Review

WMS Partners sold out of Barrick Mining (B) in Q1 2025, closing a stake of 10,559 shares — an estimated $164K sold.

WMS Partners first reported a position in B in Q1 2024 and held it in 4 quarters. The position peaked at $210K in Q3 2024. 745 funds tracked by Wall St. Rank hold B as of Q1 2025.

  • WMS Partners reported no remaining Barrick Mining position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 10,559 Barrick Mining shares in Q1 2025, an estimated $164K.
  • WMS Partners first reported a position in Barrick Mining in Q1 2024 and held it in 4 quarters.
  • WMS Partners's Barrick Mining position peaked at $210K in Q3 2024.
  • 745 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.