BerganKDV Wealth Management’s Newmont NEM Stock Holding History

BerganKDV 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
2023 Q2	–	Sell	-21	Closed	-$1.01K	–	1002
2023 Q1	$1.01K	Hold	21	–	–	﹤0.01%	899
2022 Q4	$973	Sell	21 -32	-60%	-$1.43K	﹤0.01%	882
2022 Q3	$2K	Sell	53 -17	-24%	-$794	﹤0.01%	819
2022 Q2	$4K	Hold	70	–	–	﹤0.01%	737
2022 Q1	$6K	Hold	70	–	–	﹤0.01%	698
2021 Q4	$4K	Sell	70 -14	-17%	-$793	﹤0.01%	823
2021 Q3	$5K	Sell	84 -15	-15%	-$885	﹤0.01%	752
2021 Q2	$6K	Sell	99 -4	-4%	-$268	﹤0.01%	683
2021 Q1	$6K	Hold	103	–	–	﹤0.01%	643
2020 Q4	$6K	Hold	103	–	–	﹤0.01%	641
2020 Q3	$7K	Hold	103	–	–	﹤0.01%	550
2020 Q2	$6K	Buy	103 +40	+63%	+$2.37K	﹤0.01%	610
2020 Q1	$3K	Buy	63 +15	+31%	+$677	﹤0.01%	676
2019 Q4	$2K	Buy	+48	New	+$1.88K	﹤0.01%	784

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

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

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

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

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

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

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

BerganKDV Wealth Management's NEM Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Newmont (NEM) in Q2 2023, closing a stake of 21 shares — an estimated $1.01K sold.

BerganKDV Wealth Management first reported a position in NEM in Q4 2019 and held it in 14 quarters. The position peaked at $7K in Q3 2020. 1,055 funds tracked by Wall St. Rank hold NEM as of Q2 2023.

BerganKDV Wealth Management reported no remaining Newmont position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 21 Newmont shares in Q2 2023, an estimated $1.01K.
BerganKDV Wealth Management first reported a position in Newmont in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Newmont position peaked at $7K in Q3 2020.
1,055 funds tracked by Wall St. Rank held Newmont as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.