Baker Tilly Wealth Management’s Newmont NEM Stock Holding History

Baker Tilly 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
2022 Q3	–	Sell	-6,177	Closed	-$369K	–	525
2022 Q2	$369K	Buy	6,177 +859	+16%	+$60.8K	0.05%	376
2022 Q1	$423K	Buy	5,318 +1,903	+56%	+$129K	0.05%	382
2021 Q4	$212K	Buy	+3,415	New	+$194K	0.02%	497

Other funds holding NEM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

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

Baker Tilly Wealth Management's NEM Position: Q3 2022 in Review

Baker Tilly Wealth Management sold out of Newmont (NEM) in Q3 2022, closing a stake of 6,177 shares — an estimated $369K sold.

Baker Tilly Wealth Management first reported a position in NEM in Q4 2021 and held it in 3 quarters. The position peaked at $423K in Q1 2022. 1,022 funds tracked by Wall St. Rank hold NEM as of Q3 2022.

Baker Tilly Wealth Management reported no remaining Newmont position as of Q3 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 6,177 Newmont shares in Q3 2022, an estimated $369K.
Baker Tilly Wealth Management first reported a position in Newmont in Q4 2021 and held it in 3 quarters.
Baker Tilly Wealth Management's Newmont position peaked at $423K in Q1 2022.
1,022 funds tracked by Wall St. Rank held Newmont as of Q3 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.