Atria Wealth Solutions’s New Pacific Metals NEWP Stock Holding History

Atria Wealth Solutions’s Portfolio NEWP Stock Details NEWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-18,600	Closed	-$27.9K	–	2008
2024 Q2	$27.9K	Sell	18,600 -6,665	-26%	-$12.7K	﹤0.01%	1902
2024 Q1	$33.9K	Buy	25,265 +4,160	+20%	+$5.2K	﹤0.01%	1933
2023 Q4	$40.3K	Hold	21,105	–	–	﹤0.01%	1889
2023 Q3	$37.4K	Hold	21,105	–	–	﹤0.01%	1828
2023 Q2	$46K	Hold	21,105	–	–	﹤0.01%	1819
2023 Q1	$56.8K	Sell	21,105 -1,243	-6%	-$3.17K	﹤0.01%	1799
2022 Q4	$50.3K	Hold	22,348	–	–	﹤0.01%	1748
2022 Q3	$47.4K	Buy	22,348 +6,115	+38%	+$16.2K	﹤0.01%	1701
2022 Q2	$47K	Hold	16,233	–	–	﹤0.01%	1583
2022 Q1	$52K	Buy	+16,233	New	+$49.7K	﹤0.01%	1701

Other funds holding NEWP

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

KCM

Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atria Wealth Solutions's NEWP Position: Q3 2024 in Review

Atria Wealth Solutions sold out of New Pacific Metals (NEWP) in Q3 2024, closing a stake of 18,600 shares — an estimated $27.9K sold.

Atria Wealth Solutions first reported a position in NEWP in Q1 2022 and held it in 10 quarters. The position peaked at $56.8K in Q1 2023. 48 funds tracked by Wall St. Rank hold NEWP as of Q3 2024.

Atria Wealth Solutions reported no remaining New Pacific Metals position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 18,600 New Pacific Metals shares in Q3 2024, an estimated $27.9K.
Atria Wealth Solutions first reported a position in New Pacific Metals in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's New Pacific Metals position peaked at $56.8K in Q1 2023.
48 funds tracked by Wall St. Rank held New Pacific Metals as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.