Gradient Investments’s NioCorp Developments NB Stock Holding History

Gradient Investments’s Portfolio NB Stock Details NB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,000	Closed	-$6.38K	–	1616
2023 Q4	$6.38K	Hold	2,000	–	–	﹤0.01%	930
2023 Q3	$7.26K	Buy	2,000 +283	+16%	+$1.2K	﹤0.01%	869
2023 Q2	$8.64K	Hold	1,717	–	–	﹤0.01%	834
2023 Q1	$10.9K	Buy	+1,717	New	+$11.7K	﹤0.01%	794

Other funds holding NB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KCM

Kingdon Capital Management New York $976M AUM 66.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gradient Investments's NB Position: Q1 2024 in Review

Gradient Investments sold out of NioCorp Developments (NB) in Q1 2024, closing a stake of 2,000 shares — an estimated $6.38K sold.

Gradient Investments first reported a position in NB in Q1 2023 and held it in 4 quarters. The position peaked at $10.9K in Q1 2023. 51 funds tracked by Wall St. Rank hold NB as of Q1 2024.

Gradient Investments reported no remaining NioCorp Developments position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 2,000 NioCorp Developments shares in Q1 2024, an estimated $6.38K.
Gradient Investments first reported a position in NioCorp Developments in Q1 2023 and held it in 4 quarters.
Gradient Investments's NioCorp Developments position peaked at $10.9K in Q1 2023.
51 funds tracked by Wall St. Rank held NioCorp Developments as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.