HWMA
NFGC

Heritage Wealth Management (Arizona)’s New Found Gold NFGC Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$7.64K Buy
1,890
+945
+100% +$3.63K ﹤0.01% 814
2022
Q3 		$3K Hold
945
– – ﹤0.01% 836
2022
Q2 		$4.24K Hold
945
– – ﹤0.01% 792
2022
Q1 		$6K Buy
+945
New +$5.93K ﹤0.01% 776
2021
Q3 		$4K Buy
+703
New +$4.3K ﹤0.01% 761

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NFGC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its New Found Gold (NFGC) stake by 100% in Q4 2022, buying an estimated $3.63K and bringing the position to 1,890 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Heritage Wealth Management (Arizona) first reported a position in NFGC in Q3 2021 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold NFGC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,890 shares of New Found Gold worth $7.64K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 945 New Found Gold shares in Q4 2022, an estimated $3.63K.
  • New Found Gold made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #814 holding.
  • Heritage Wealth Management (Arizona) first reported a position in New Found Gold in Q3 2021 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held New Found Gold as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.