Avondale Wealth Management’s Newmont NEM Stock Holding History

Avondale 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 Q3	–	Sell	-450	Closed	-$22.4K	–	122
2024 Q2	$18.8K	Hold	450	–	–	0.01%	106
2024 Q1	$16.1K	Hold	450	–	–	0.01%	110
2023 Q4	$18.6K	Hold	450	–	–	0.02%	107
2023 Q3	$16.6K	Hold	450	–	–	0.01%	108
2023 Q2	$19.2K	Hold	450	–	–	0.02%	103
2023 Q1	$22.1K	Hold	450	–	–	0.02%	104
2022 Q4	$21.2K	Hold	450	–	–	0.02%	97
2022 Q3	$19K	Hold	450	–	–	0.02%	97
2022 Q2	$27K	Hold	450	–	–	0.03%	79
2022 Q1	$36K	Hold	450	–	–	0.04%	72
2021 Q4	$28K	Buy	+450	New	+$25.5K	0.03%	80
2019 Q3	–	Sell	-1,151	Closed	-$44K	–	113
2019 Q2	$44K	Hold	1,151	–	–	0.03%	49
2019 Q1	$41K	Hold	1,151	–	–	0.03%	52
2018 Q4	$40K	Hold	1,151	–	–	0.03%	48
2018 Q3	$35K	Hold	1,151	–	–	0.03%	50
2018 Q2	$43K	Hold	1,151	–	–	0.04%	41
2018 Q1	$44K	Buy	1,151 +608	+112%	+$23.5K	0.04%	41
2017 Q4	$20K	Buy	+543	New	+$20K	0.02%	71

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Avondale Wealth Management's NEM Position: Q3 2024 in Review

Avondale Wealth Management sold out of Newmont (NEM) in Q3 2024, closing a stake of 450 shares — an estimated $22.4K sold.

Avondale Wealth Management first reported a position in NEM in Q4 2017 and held it in 18 quarters. The position peaked at $44K in Q2 2019. 1,245 funds tracked by Wall St. Rank hold NEM as of Q3 2024.

Avondale Wealth Management reported no remaining Newmont position as of Q3 2024 after selling out during the quarter.
Avondale Wealth Management sold 450 Newmont shares in Q3 2024, an estimated $22.4K.
Avondale Wealth Management first reported a position in Newmont in Q4 2017 and held it in 18 quarters.
Avondale Wealth Management's Newmont position peaked at $44K in Q2 2019.
1,245 funds tracked by Wall St. Rank held Newmont as of Q3 2024.

Based on Avondale Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.