GI
NGD

Gradient Investments’s New Gold Inc NGD Stock Holding History

Gradient Investments’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
2023
Q4 		– Sell
-13,000
Closed -$11.8K – 1889
2023
Q3 		$11.8K Buy
13,000
+12,220
+1,567% +$13K ﹤0.01% 776
2023
Q2 		$842 Buy
+780
New +$964 ﹤0.01% 1413

Other funds holding NGD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Gradient Investments's NGD Position: Q4 2023 in Review

Gradient Investments sold out of New Gold Inc (NGD) in Q4 2023, closing a stake of 13,000 shares — an estimated $11.8K sold.

Gradient Investments first reported a position in NGD in Q2 2023 and held it in 2 quarters. The position peaked at $11.8K in Q3 2023. 166 funds tracked by Wall St. Rank hold NGD as of Q4 2023.

  • Gradient Investments reported no remaining New Gold Inc position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 13,000 New Gold Inc shares in Q4 2023, an estimated $11.8K.
  • Gradient Investments first reported a position in New Gold Inc in Q2 2023 and held it in 2 quarters.
  • Gradient Investments's New Gold Inc position peaked at $11.8K in Q3 2023.
  • 166 funds tracked by Wall St. Rank held New Gold Inc as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.