CWC
NFGC

Carolinas Wealth Consulting’s New Found Gold NFGC Stock Holding History

Carolinas Wealth Consulting’s Portfolio NFGC Stock Details NFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$4.04K – 1105
2022
Q4 		$4.04K Hold
1,000
– – ﹤0.01% 714
2022
Q3 		$4K Hold
1,000
– – ﹤0.01% 685
2022
Q2 		$4K Hold
1,000
– – ﹤0.01% 687
2022
Q1 		$6K Hold
1,000
– – ﹤0.01% 683
2021
Q4 		$7K Buy
+1,000
New +$6.6K ﹤0.01% 664

Other funds holding NFGC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carolinas Wealth Consulting's NFGC Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of New Found Gold (NFGC) in Q1 2023, closing a stake of 1,000 shares — an estimated $4.04K sold.

Carolinas Wealth Consulting first reported a position in NFGC in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 34 funds tracked by Wall St. Rank hold NFGC as of Q1 2023.

  • Carolinas Wealth Consulting reported no remaining New Found Gold position as of Q1 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,000 New Found Gold shares in Q1 2023, an estimated $4.04K.
  • Carolinas Wealth Consulting first reported a position in New Found Gold in Q4 2021 and held it in 5 quarters.
  • Carolinas Wealth Consulting's New Found Gold position peaked at $7K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held New Found Gold as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.