PS
NEWP

Planned Solutions’s New Pacific Metals NEWP Stock Holding History

Planned Solutions’s Portfolio NEWP Stock Details NEWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,317
Closed -$1.96K – 448
2024
Q3 		$1.96K Buy
+1,317
New +$1.91K ﹤0.01% 549
2024
Q1 		– Sell
-1,317
Closed -$2.52K – 383
2023
Q4 		$2.52K Buy
+1,317
New +$2.27K ﹤0.01% 495

Other funds holding NEWP

JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Planned Solutions's NEWP Position: Q4 2024 in Review

Planned Solutions sold out of New Pacific Metals (NEWP) in Q4 2024, closing a stake of 1,317 shares — an estimated $1.96K sold.

Planned Solutions first reported a position in NEWP in Q4 2023 and held it in 2 quarters. The position peaked at $2.52K in Q4 2023. 56 funds tracked by Wall St. Rank hold NEWP as of Q4 2024.

  • Planned Solutions reported no remaining New Pacific Metals position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,317 New Pacific Metals shares in Q4 2024, an estimated $1.96K.
  • Planned Solutions first reported a position in New Pacific Metals in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's New Pacific Metals position peaked at $2.52K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held New Pacific Metals as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.