AllSquare Wealth Management’s Newmont NEM Stock Holding History

AllSquare Wealth Management’s Portfolio NEM Stock Details NEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-150	Closed	-$9K	–	520
2022 Q2	$9K	Hold	150	–	–	0.01%	381
2022 Q1	$12K	Hold	150	–	–	0.01%	364
2021 Q4	$9K	Sell	150 -200	-57%	-$11.3K	0.01%	390
2021 Q3	$19K	Sell	350 -200	-36%	-$11.8K	0.01%	312
2021 Q2	$35K	Hold	550	–	–	0.02%	274
2021 Q1	$33K	Buy	+550	New	+$32.9K	0.02%	274

Other funds holding NEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

AllSquare Wealth Management's NEM Position: Q3 2022 in Review

AllSquare Wealth Management sold out of Newmont (NEM) in Q3 2022, closing a stake of 150 shares — an estimated $9K sold.

AllSquare Wealth Management first reported a position in NEM in Q1 2021 and held it in 6 quarters. The position peaked at $35K in Q2 2021. 1,022 funds tracked by Wall St. Rank hold NEM as of Q3 2022.

AllSquare Wealth Management reported no remaining Newmont position as of Q3 2022 after selling out during the quarter.
AllSquare Wealth Management sold 150 Newmont shares in Q3 2022, an estimated $9K.
AllSquare Wealth Management first reported a position in Newmont in Q1 2021 and held it in 6 quarters.
AllSquare Wealth Management's Newmont position peaked at $35K in Q2 2021.
1,022 funds tracked by Wall St. Rank held Newmont as of Q3 2022.

Based on AllSquare Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.