Avantax Planning Partners’s Newmont NEM Stock Holding History

Avantax Planning Partners’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	-4,263	Closed	-$228K	–	449
2024 Q3	$228K	Sell	4,263 -2,484	-37%	-$123K	0.01%	397
2024 Q2	$282K	Sell	6,747 -11,466	-63%	-$469K	0.01%	369
2024 Q1	$653K	Sell	18,213 -18,371	-50%	-$633K	0.02%	258
2023 Q4	$1.51M	Sell	36,584 -1,042	-3%	-$40.2K	0.06%	139
2023 Q3	$1.39M	Buy	37,626 +1,040	+3%	+$42.3K	0.06%	134
2023 Q2	$1.56M	Buy	36,586 +585	+2%	+$26.6K	0.06%	126
2023 Q1	$1.76M	Sell	36,001 -574	-2%	-$27.8K	0.07%	118
2022 Q4	$1.73M	Sell	36,575 -987	-3%	-$44.1K	0.07%	117
2022 Q3	$1.58M	Buy	37,562 +12,305	+49%	+$575K	0.07%	112
2022 Q2	$1.51M	Buy	25,257 +5,026	+25%	+$356K	0.06%	117
2022 Q1	$1.61M	Buy	+20,231	New	+$1.37M	0.06%	119
2018 Q4	–	Sell	-338	Closed	-$10K	–	873
2018 Q3	$10K	Buy	+338	New	+$11.4K	﹤0.01%	876
2018 Q2	–	Sell	-438	Closed	-$17K	–	1023
2018 Q1	$17K	Buy	+438	New	+$16.9K	﹤0.01%	842

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

Avantax Planning Partners's NEM Position: Q4 2024 in Review

Avantax Planning Partners sold out of Newmont (NEM) in Q4 2024, closing a stake of 4,263 shares — an estimated $228K sold.

Avantax Planning Partners first reported a position in NEM in Q1 2018 and held it in 13 quarters. The position peaked at $1.76M in Q1 2023. 1,161 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

Avantax Planning Partners reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
Avantax Planning Partners sold 4,263 Newmont shares in Q4 2024, an estimated $228K.
Avantax Planning Partners first reported a position in Newmont in Q1 2018 and held it in 13 quarters.
Avantax Planning Partners's Newmont position peaked at $1.76M in Q1 2023.
1,161 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.