Wealth Enhancement Advisory Services
NEWP

Wealth Enhancement Advisory Services’s New Pacific Metals NEWP Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		– Sell
-19,886
Closed -$26.6K – 2674
2024
Q1 		$26.6K Buy
+19,886
New +$24.9K ﹤0.01% 2377

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's NEWP Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of New Pacific Metals (NEWP) in Q2 2024, closing a stake of 19,886 shares — an estimated $26.6K sold.

Wealth Enhancement Advisory Services first reported a position in NEWP in Q1 2024 and held it in 1 quarter. The position peaked at $26.6K in Q1 2024. 50 funds tracked by Wall St. Rank hold NEWP as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining New Pacific Metals position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 19,886 New Pacific Metals shares in Q2 2024, an estimated $26.6K.
  • Wealth Enhancement Advisory Services first reported a position in New Pacific Metals in Q1 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's New Pacific Metals position peaked at $26.6K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held New Pacific Metals as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.