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BKM Wealth Management’s NovaGold Resources NG Stock Holding History

BKM 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
2024
Q1 		– Sell
-2,500
Closed -$9.35K – 420
2023
Q4 		$9.35K Buy
+2,500
New +$9.38K ﹤0.01% 458

Other funds holding NG

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 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
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BKM Wealth Management's NG Position: Q1 2024 in Review

BKM Wealth Management sold out of NovaGold Resources (NG) in Q1 2024, closing a stake of 2,500 shares — an estimated $9.35K sold.

BKM Wealth Management first reported a position in NG in Q4 2023 and held it in 1 quarter. The position peaked at $9.35K in Q4 2023. 187 funds tracked by Wall St. Rank hold NG as of Q1 2024.

  • BKM Wealth Management reported no remaining NovaGold Resources position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 2,500 NovaGold Resources shares in Q1 2024, an estimated $9.35K.
  • BKM Wealth Management first reported a position in NovaGold Resources in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's NovaGold Resources position peaked at $9.35K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held NovaGold Resources as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.