JF
NGD

Joule Financial’s New Gold Inc NGD Stock Holding History

Joule Financial’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
2024
Q4 		– Sell
-10,000
Closed -$28.8K – 113
2024
Q3 		$28.8K Hold
10,000
– – 0.01% 105
2024
Q2 		$19.5K Hold
10,000
– – 0.01% 102
2024
Q1 		$17K Buy
+10,000
New +$13.6K 0.01% 106
2023
Q1 		– Sell
-14,160
Closed -$13.9K – 111
2022
Q4 		$13.9K Buy
14,160
+2,500
+21% +$2.52K 0.01% 98
2022
Q3 		$10K Buy
+11,660
New +$9.22K 0.01% 89

Other funds holding NGD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Joule Financial's NGD Position: Q4 2024 in Review

Joule Financial sold out of New Gold Inc (NGD) in Q4 2024, closing a stake of 10,000 shares — an estimated $28.8K sold.

Joule Financial first reported a position in NGD in Q3 2022 and held it in 5 quarters. The position peaked at $28.8K in Q3 2024. 224 funds tracked by Wall St. Rank hold NGD as of Q4 2024.

  • Joule Financial reported no remaining New Gold Inc position as of Q4 2024 after selling out during the quarter.
  • Joule Financial sold 10,000 New Gold Inc shares in Q4 2024, an estimated $28.8K.
  • Joule Financial first reported a position in New Gold Inc in Q3 2022 and held it in 5 quarters.
  • Joule Financial's New Gold Inc position peaked at $28.8K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held New Gold Inc as of Q4 2024.

Based on Joule Financial's 13F filing for Q4 2024, filed 15 Jan 2025.