BerganKDV Wealth Management’s New Pacific Metals NEWP Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	–	Sell	-4,000	Closed	-$10.8K	–	1003
2023 Q1	$10.8K	Hold	4,000	–	–	﹤0.01%	590
2022 Q4	$9K	Hold	4,000	–	–	﹤0.01%	592
2022 Q3	$8K	Buy	+4,000	New	+$10.6K	﹤0.01%	610
2022 Q2	–	Sell	-9,100	Closed	-$29K	–	1026
2022 Q1	$29K	Buy	9,100 +5,956	+189%	+$18.2K	﹤0.01%	472
2021 Q4	$9K	Sell	3,144 -3,357	-52%	-$10.9K	﹤0.01%	680
2021 Q3	$21K	Sell	6,501 -3,499	-35%	-$13.1K	﹤0.01%	522
2021 Q2	$49K	Buy	+10,000	New	+$52.7K	0.01%	389

Other funds holding NEWP

JAM

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

GGHC

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BerganKDV Wealth Management's NEWP Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of New Pacific Metals (NEWP) in Q2 2023, closing a stake of 4,000 shares — an estimated $10.8K sold.

BerganKDV Wealth Management first reported a position in NEWP in Q2 2021 and held it in 7 quarters. The position peaked at $49K in Q2 2021. 50 funds tracked by Wall St. Rank hold NEWP as of Q2 2023.

BerganKDV Wealth Management reported no remaining New Pacific Metals position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 4,000 New Pacific Metals shares in Q2 2023, an estimated $10.8K.
BerganKDV Wealth Management first reported a position in New Pacific Metals in Q2 2021 and held it in 7 quarters.
BerganKDV Wealth Management's New Pacific Metals position peaked at $49K in Q2 2021.
50 funds tracked by Wall St. Rank held New Pacific Metals as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.