CAPTRUST Financial Advisors’s New Gold Inc NGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-50,459
Closed -$439K 3096
2025
Q4
$439K Sell
50,459
-6,191
-11% -$46.6K ﹤0.01% 1978
2025
Q3
$407K Sell
56,650
-9,413
-14% -$50.9K ﹤0.01% 1961
2025
Q2
$327K Buy
66,063
+1,114
+2% +$4.58K ﹤0.01% 2001
2025
Q1
$241K Buy
64,949
+9,249
+17% +$27.4K ﹤0.01% 2075
2024
Q4
$138K Buy
55,700
+11,000
+25% +$30.3K ﹤0.01% 2184
2024
Q3
$129K Buy
44,700
+6,700
+18% +$16.6K ﹤0.01% 2186
2024
Q2
$74.1K Buy
38,000
+11,000
+41% +$20.9K ﹤0.01% 2130
2024
Q1
$45.9K Buy
+27,000
New +$36.8K ﹤0.01% 2090
2022
Q3
Sell
-7,000
Closed -$7K 3314
2022
Q2
$7K Hold
7,000
﹤0.01% 3937
2022
Q1
$13K Hold
7,000
﹤0.01% 3661
2021
Q4
$10K Hold
7,000
﹤0.01% 3717
2021
Q3
$7K Hold
7,000
﹤0.01% 3814
2021
Q2
$13K Hold
7,000
﹤0.01% 3387
2021
Q1
$11K Hold
7,000
﹤0.01% 3388
2020
Q4
$15K Hold
7,000
﹤0.01% 2395
2020
Q3
$13K Hold
7,000
﹤0.01% 2178
2020
Q2
$9K Buy
+7,000
New +$7.03K ﹤0.01% 2221

Other funds holding NGD

CAPTRUST Financial Advisors's NGD Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of New Gold Inc (NGD) in Q1 2026, closing a stake of 50,459 shares — an estimated $439K sold.

CAPTRUST Financial Advisors first reported a position in NGD in Q2 2020 and held it in 17 quarters. The position peaked at $439K in Q4 2025. 2 funds tracked by Wall St. Rank hold NGD as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining New Gold Inc position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 50,459 New Gold Inc shares in Q1 2026, an estimated $439K.
  • CAPTRUST Financial Advisors first reported a position in New Gold Inc in Q2 2020 and held it in 17 quarters.
  • CAPTRUST Financial Advisors's New Gold Inc position peaked at $439K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.