CWA
NGD

Carolina Wealth Advisors’s New Gold Inc NGD Stock Holding History

Carolina Wealth Advisors’s Portfolio NGD Stock Details NGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-540
Closed -$1.05K – 350
2024
Q2 		$1.05K Buy
+540
New +$1.03K ﹤0.01% 197

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Renaissance Technologies
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Arrowstreet Capital
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Carolina Wealth Advisors's NGD Position: Q3 2024 in Review

Carolina Wealth Advisors sold out of New Gold Inc (NGD) in Q3 2024, closing a stake of 540 shares — an estimated $1.05K sold.

Carolina Wealth Advisors first reported a position in NGD in Q2 2024 and held it in 1 quarter. The position peaked at $1.05K in Q2 2024. 219 funds tracked by Wall St. Rank hold NGD as of Q3 2024.

  • Carolina Wealth Advisors reported no remaining New Gold Inc position as of Q3 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 540 New Gold Inc shares in Q3 2024, an estimated $1.05K.
  • Carolina Wealth Advisors first reported a position in New Gold Inc in Q2 2024 and held it in 1 quarter.
  • Carolina Wealth Advisors's New Gold Inc position peaked at $1.05K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held New Gold Inc as of Q3 2024.

Based on Carolina Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.