Steward Partners Investment Advisory’s New Pacific Metals NEWP Stock Holding History

Steward Partners Investment Advisory’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
2023 Q2	–	Sell	-750	Closed	-$2.02K	–	3363
2023 Q1	$2.02K	Buy	+750	New	+$1.91K	﹤0.01%	3021
2022 Q2	–	Sell	-4,300	Closed	-$14K	–	3323
2022 Q1	$14K	Buy	4,300 +1,000	+30%	+$3.06K	﹤0.01%	2526
2021 Q4	$10K	Buy	+3,300	New	+$10.8K	﹤0.01%	2601

Other funds holding NEWP

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Steward Partners Investment Advisory's NEWP Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of New Pacific Metals (NEWP) in Q2 2023, closing a stake of 750 shares — an estimated $2.02K sold.

Steward Partners Investment Advisory first reported a position in NEWP in Q4 2021 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 50 funds tracked by Wall St. Rank hold NEWP as of Q2 2023.

Steward Partners Investment Advisory reported no remaining New Pacific Metals position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 750 New Pacific Metals shares in Q2 2023, an estimated $2.02K.
Steward Partners Investment Advisory first reported a position in New Pacific Metals in Q4 2021 and held it in 3 quarters.
Steward Partners Investment Advisory's New Pacific Metals position peaked at $14K in Q1 2022.
50 funds tracked by Wall St. Rank held New Pacific Metals as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.