Atlas Private Wealth Advisors’s Newmont NEM Stock Holding History

Atlas Private Wealth Advisors’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
2023 Q4	–	Sell	-35,706	Closed	-$1.32M	–	181
2023 Q3	$1.32M	Buy	35,706 +6	+0%	+$244	0.25%	67
2023 Q2	$1.52M	Buy	35,700 +17,854	+100%	+$810K	0.31%	59
2023 Q1	$875K	Sell	17,846 -54	-0.3%	-$2.62K	0.4%	47
2022 Q4	$845K	Sell	17,900 -89	-0.5%	-$3.97K	0.45%	47
2022 Q3	$756K	Buy	+17,989	New	+$840K	0.45%	49
2022 Q1	–	Sell	-15,625	Closed	-$969K	–	149
2021 Q4	$969K	Buy	15,625 +848	+6%	+$48.1K	0.45%	56
2021 Q3	$802K	Buy	14,777 +3,682	+33%	+$217K	0.42%	52
2021 Q2	$703K	Sell	11,095 -398	-3%	-$26.7K	0.38%	61
2021 Q1	$693K	Buy	11,493 +2,856	+33%	+$171K	0.39%	55
2020 Q4	$517K	Sell	8,637 -382	-4%	-$23.5K	0.35%	67
2020 Q3	$572K	Sell	9,019 -185	-2%	-$12.1K	0.48%	47
2020 Q2	$568K	Buy	+9,204	New	+$545K	0.51%	46

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atlas Private Wealth Advisors's NEM Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Newmont (NEM) in Q4 2023, closing a stake of 35,706 shares — an estimated $1.32M sold.

Atlas Private Wealth Advisors first reported a position in NEM in Q2 2020 and held it in 12 quarters. The position peaked at $1.52M in Q2 2023. 1,098 funds tracked by Wall St. Rank hold NEM as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining Newmont position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 35,706 Newmont shares in Q4 2023, an estimated $1.32M.
Atlas Private Wealth Advisors first reported a position in Newmont in Q2 2020 and held it in 12 quarters.
Atlas Private Wealth Advisors's Newmont position peaked at $1.52M in Q2 2023.
1,098 funds tracked by Wall St. Rank held Newmont as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.