Avaii Wealth Management’s Newmont NEM Stock Holding History

Avaii 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
2024 Q4	–	Sell	-7,780	Closed	-$416K	–	140
2024 Q3	$416K	Sell	7,780 -432	-5%	-$21.5K	0.21%	68
2024 Q2	$344K	Sell	8,212 -10	-0.1%	-$409	0.19%	93
2024 Q1	$295K	Buy	+8,222	New	+$283K	0.17%	106
2023 Q4	–	Sell	-6,979	Closed	-$258K	–	151
2023 Q3	$258K	Buy	+6,979	New	+$284K	0.2%	109
2023 Q2	–	Sell	-10,449	Closed	-$512K	–	144
2023 Q1	$512K	Buy	+10,449	New	+$507K	0.45%	51

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Avaii Wealth Management's NEM Position: Q4 2024 in Review

Avaii Wealth Management sold out of Newmont (NEM) in Q4 2024, closing a stake of 7,780 shares — an estimated $416K sold.

Avaii Wealth Management first reported a position in NEM in Q1 2023 and held it in 5 quarters. The position peaked at $512K in Q1 2023. 1,161 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

Avaii Wealth Management reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
Avaii Wealth Management sold 7,780 Newmont shares in Q4 2024, an estimated $416K.
Avaii Wealth Management first reported a position in Newmont in Q1 2023 and held it in 5 quarters.
Avaii Wealth Management's Newmont position peaked at $512K in Q1 2023.
1,161 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Avaii Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.