PMFA
NEWP

Plante Moran Financial Advisors’s New Pacific Metals NEWP Stock Holding History

Plante Moran Financial Advisors’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
2022
Q3 		– Sell
-6,050
Closed -$17K – 1003
2022
Q2 		$17K Buy
+6,050
New +$19.3K ﹤0.01% 502

Other funds holding NEWP

JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Plante Moran Financial Advisors's NEWP Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of New Pacific Metals (NEWP) in Q3 2022, closing a stake of 6,050 shares — an estimated $17K sold.

Plante Moran Financial Advisors first reported a position in NEWP in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 49 funds tracked by Wall St. Rank hold NEWP as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining New Pacific Metals position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 6,050 New Pacific Metals shares in Q3 2022, an estimated $17K.
  • Plante Moran Financial Advisors first reported a position in New Pacific Metals in Q2 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's New Pacific Metals position peaked at $17K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held New Pacific Metals as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.