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Beacon Financial Advisory’s Newmont NEM Stock Holding History

Beacon Financial Advisory’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
2026
Q1 		$262K Buy
2,420
+46
+2% +$5.3K 0.06% 333
2025
Q4 		$237K Buy
+2,374
New +$214K 0.05% 335
2022
Q4 		– Sell
-5,195
Closed -$218K – 202
2022
Q3 		$218K Sell
5,195
-23
-0.4% -$1.07K 0.16% 168
2022
Q2 		$311K Buy
5,218
+3
+0.1% +$212 0.18% 158
2022
Q1 		$414K Buy
5,215
+20
+0.4% +$1.35K 0.2% 142
2021
Q4 		$322K Buy
5,195
+650
+14% +$36.8K 0.15% 169
2021
Q3 		$247K Sell
4,545
-50
-1% -$2.95K 0.13% 195
2021
Q2 		$291K Buy
4,595
+40
+0.9% +$2.68K 0.16% 165
2021
Q1 		$275K Buy
+4,555
New +$273K 0.16% 165

Other funds holding NEM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return