AAS
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Avantax Advisory Services’s Newmont NEM Stock Holding History

Avantax Advisory Services’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 		$2.34M Buy
40,086
+19,443
+94% +$1.04M 0.01% 726
2025
Q1 		$997K Buy
20,643
+4,659
+29% +$205K 0.01% 1091
2024
Q4 		$595K Sell
15,984
-1,369
-8% -$62.4K ﹤0.01% 1337
2024
Q3 		$928K Buy
17,353
+2,068
+14% +$103K 0.01% 1072
2024
Q2 		$640K Buy
15,285
+2,103
+16% +$86K ﹤0.01% 1215
2024
Q1 		$472K Sell
13,182
-4,113
-24% -$142K ﹤0.01% 1064
2023
Q4 		$716K Buy
17,295
+552
+3% +$21.3K 0.01% 842
2023
Q3 		$619K Sell
16,743
-2,413
-13% -$98.1K 0.01% 860
2023
Q2 		$817K Buy
19,156
+10,242
+115% +$465K 0.01% 756
2023
Q1 		$437K Sell
8,914
-764
-8% -$37K 0.01% 969
2022
Q4 		$457K Buy
9,678
+2,522
+35% +$113K 0.01% 908
2022
Q3 		$301K Sell
7,156
-3,947
-36% -$184K ﹤0.01% 1011
2022
Q2 		$662K Buy
11,103
+805
+8% +$57K 0.01% 672
2022
Q1 		$817K Buy
10,298
+3,387
+49% +$229K 0.01% 609
2021
Q4 		$429K Sell
6,911
-110
-2% -$6.23K 0.01% 815
2021
Q3 		$385K Sell
7,021
-4,878
-41% -$288K 0.01% 815
2021
Q2 		$753K Buy
11,899
+3,343
+39% +$224K 0.01% 553
2021
Q1 		$516K Buy
8,556
+618
+8% +$37K 0.01% 612
2020
Q4 		$475K Sell
7,938
-8,774
-53% -$541K 0.01% 569
2020
Q3 		$1.06M Buy
16,712
+9,232
+123% +$602K 0.02% 523
2020
Q2 		$460K Buy
7,480
+1,654
+28% +$97.9K 0.01% 501
2020
Q1 		$264K Buy
5,826
+529
+10% +$23.9K 0.01% 627
2019
Q4 		$229K Buy
+5,297
New +$207K 0.01% 736

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Norges Bank Oslo, Norway $935B AUM
Invesco
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's NEM Position: Q2 2025 in Review

Avantax Advisory Services increased its Newmont (NEM) stake by 94% in Q2 2025, buying an estimated $1.04M and bringing the position to 40,086 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #726.

Avantax Advisory Services first reported a position in NEM in Q4 2019 and has held it in 23 quarters since. 1,333 funds tracked by Wall St. Rank hold NEM as of Q2 2025.

  • Avantax Advisory Services held 40,086 shares of Newmont worth $2.34M as of Q2 2025.
  • Avantax Advisory Services bought 19,443 Newmont shares in Q2 2025, an estimated $1.04M.
  • Newmont made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #726 holding.
  • Avantax Advisory Services first reported a position in Newmont in Q4 2019 and has held it in 23 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Newmont as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.