Strategic Wealth Partners’s New Gold Inc NGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-90
Closed -$784 1531
2025
Q4
$784 Buy
+90
New +$678 ﹤0.01% 1309
2022
Q2
Sell
-61,772
Closed -$111K 269
2022
Q1
$111K Sell
61,772
-15,067
-20% -$25.9K 0.02% 249
2021
Q4
$115K Buy
+76,839
New +$111K 0.02% 275

Other funds holding NGD

Strategic Wealth Partners's NGD Position: Q1 2026 in Review

Strategic Wealth Partners sold out of New Gold Inc (NGD) in Q1 2026, closing a stake of 90 shares — an estimated $784 sold.

Strategic Wealth Partners first reported a position in NGD in Q4 2021 and held it in 3 quarters. The position peaked at $115K in Q4 2021. 2 funds tracked by Wall St. Rank hold NGD as of Q1 2026.

  • Strategic Wealth Partners reported no remaining New Gold Inc position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 90 New Gold Inc shares in Q1 2026, an estimated $784.
  • Strategic Wealth Partners first reported a position in New Gold Inc in Q4 2021 and held it in 3 quarters.
  • Strategic Wealth Partners's New Gold Inc position peaked at $115K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.