NA
SGML icon

NewEdge Advisors’s Sigma Lithium SGML Stock Holding History

NewEdge Advisors’s Portfolio SGML Stock Details SGML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-82
Closed -$3.31K – 3633
2023
Q2 		$3.31K Sell
82
-163
-67% -$6.21K ﹤0.01% 2946
2023
Q1 		$9.22K Sell
245
-1,823
-88% -$58.4K ﹤0.01% 2593
2022
Q4 		$50.4K Buy
+2,068
New +$66.4K ﹤0.01% 1713

Other funds holding SGML

NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TCM
Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

NewEdge Advisors's SGML Position: Q3 2023 in Review

NewEdge Advisors sold out of Sigma Lithium (SGML) in Q3 2023, closing a stake of 82 shares — an estimated $3.31K sold.

NewEdge Advisors first reported a position in SGML in Q4 2022 and held it in 3 quarters. The position peaked at $50.4K in Q4 2022. 102 funds tracked by Wall St. Rank hold SGML as of Q3 2023.

  • NewEdge Advisors reported no remaining Sigma Lithium position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 82 Sigma Lithium shares in Q3 2023, an estimated $3.31K.
  • NewEdge Advisors first reported a position in Sigma Lithium in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's Sigma Lithium position peaked at $50.4K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held Sigma Lithium as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.