Atria Wealth Solutions’s Newmont NEM Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$585K	Sell	10,007 -14,179	-59%	-$757K	0.01%	843
2025 Q1	$1.17M	Sell	24,186 -10,201	-30%	-$448K	0.01%	821
2024 Q4	$1.28M	Buy	34,387 +4,474	+15%	+$204K	0.01%	824
2024 Q3	$1.6M	Sell	29,913 -11,210	-27%	-$557K	0.02%	722
2024 Q2	$1.72M	Buy	41,123 +22,150	+117%	+$906K	0.02%	681
2024 Q1	$680K	Sell	18,973 -6,729	-26%	-$232K	0.01%	1104
2023 Q4	$1.06M	Buy	25,702 +4,293	+20%	+$166K	0.01%	833
2023 Q3	$791K	Sell	21,409 -19,511	-48%	-$793K	0.01%	921
2023 Q2	$1.75M	Buy	40,920 +1,823	+5%	+$82.7K	0.02%	611
2023 Q1	$1.92M	Buy	39,097 +2,434	+7%	+$118K	0.03%	552
2022 Q4	$1.73M	Sell	36,663 -392	-1%	-$17.5K	0.03%	566
2022 Q3	$1.56M	Buy	37,055 +21,311	+135%	+$996K	0.03%	568
2022 Q2	$940K	Sell	15,744 -24,172	-61%	-$1.71M	0.02%	724
2022 Q1	$3.17M	Buy	+39,916	New	+$2.7M	0.05%	355

Other funds holding NEM

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

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

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

VanEck Associates

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

Geode Capital Management

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

First Eagle Investment Management

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return