PFGIA
NFE icon

Patriot Financial Group Insurance Agency’s New Fortress Energy NFE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio NFE Stock Details NFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,900
Closed -$250K – 481
2022
Q4 		$250K Buy
+5,900
New +$285K 0.03% 352

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NFE Position: Q1 2023 in Review

Patriot Financial Group Insurance Agency sold out of New Fortress Energy (NFE) in Q1 2023, closing a stake of 5,900 shares — an estimated $250K sold.

Patriot Financial Group Insurance Agency first reported a position in NFE in Q4 2022 and held it in 1 quarter. The position peaked at $250K in Q4 2022. 226 funds tracked by Wall St. Rank hold NFE as of Q1 2023.

  • Patriot Financial Group Insurance Agency reported no remaining New Fortress Energy position as of Q1 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,900 New Fortress Energy shares in Q1 2023, an estimated $250K.
  • Patriot Financial Group Insurance Agency first reported a position in New Fortress Energy in Q4 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's New Fortress Energy position peaked at $250K in Q4 2022.
  • 226 funds tracked by Wall St. Rank held New Fortress Energy as of Q1 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2023, filed 20 Apr 2023.