FSWA
NFGC

Financial Synergies Wealth Advisors’s New Found Gold NFGC Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-20
Closed -$74 – 313
2024
Q1 		$74 Hold
20
– – ﹤0.01% 498
2023
Q4 		$81 Hold
20
– – ﹤0.01% 453
2023
Q3 		$84 Hold
20
– – ﹤0.01% 492
2023
Q2 		$99 Hold
20
– – ﹤0.01% 490
2023
Q1 		$100 Hold
20
– – ﹤0.01% 488
2022
Q4 		$81 Sell
20
-9,626
-100% -$36.9K ﹤0.01% 453
2022
Q3 		$34.1K Sell
9,646
-3,437
-26% -$13.4K 0.01% 106
2022
Q2 		$58.7K Buy
+13,083
New +$77.4K 0.01% 98

Other funds holding NFGC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Financial Synergies Wealth Advisors's NFGC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of New Found Gold (NFGC) in Q2 2024, closing a stake of 20 shares — an estimated $74 sold.

Financial Synergies Wealth Advisors first reported a position in NFGC in Q2 2022 and held it in 8 quarters. The position peaked at $58.7K in Q2 2022. 43 funds tracked by Wall St. Rank hold NFGC as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining New Found Gold position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 20 New Found Gold shares in Q2 2024, an estimated $74.
  • Financial Synergies Wealth Advisors first reported a position in New Found Gold in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's New Found Gold position peaked at $58.7K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held New Found Gold as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.