WWP
B

WR Wealth Planners’s Barrick Mining B Stock Holding History

WR Wealth Planners’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
Q4 		$11.9K Hold
768
– – ﹤0.01% 569
2024
Q3 		$15.3K Hold
768
– – ﹤0.01% 556
2024
Q2 		$12.8K Hold
768
– – ﹤0.01% 539
2024
Q1 		$12.8K Buy
+768
New +$12K ﹤0.01% 546
2023
Q4 		– Sell
-700
Closed -$10.2K – 456
2023
Q3 		$10.2K Hold
700
– – ﹤0.01% 558
2023
Q2 		$11.9K Hold
700
– – ﹤0.01% 523
2023
Q1 		$13K Buy
+700
New +$12.6K 0.01% 490

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

WR Wealth Planners's B Position: Q4 2024 in Review

WR Wealth Planners held its Barrick Mining (B) position steady in Q4 2024 at 768 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

WR Wealth Planners first reported a position in B in Q1 2023 and has held it in 7 quarters since. The position peaked at $15.3K in Q3 2024. 733 funds tracked by Wall St. Rank hold B as of Q4 2024.

  • WR Wealth Planners held 768 shares of Barrick Mining worth $11.9K as of Q4 2024.
  • WR Wealth Planners left its Barrick Mining share count unchanged in Q4 2024.
  • Barrick Mining made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #569 holding.
  • WR Wealth Planners first reported a position in Barrick Mining in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Barrick Mining position peaked at $15.3K in Q3 2024.
  • 733 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.