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BerganKDV Wealth Management’s NovaGold Resources NG Stock Holding History

BerganKDV Wealth Management’s Portfolio NG Stock Details NG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-400
Closed -$4K – 976
2020
Q2 		$4K Buy
+400
New +$4.05K ﹤0.01% 662

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's NG Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of NovaGold Resources (NG) in Q3 2020, closing a stake of 400 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in NG in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 188 funds tracked by Wall St. Rank hold NG as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining NovaGold Resources position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 400 NovaGold Resources shares in Q3 2020, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in NovaGold Resources in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's NovaGold Resources position peaked at $4K in Q2 2020.
  • 188 funds tracked by Wall St. Rank held NovaGold Resources as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.