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Buckingham Strategic Wealth’s Newmont NEM Stock Holding History

Buckingham Strategic Wealth’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
2021
Q1 		– Sell
-6,882
Closed -$412K – 567
2020
Q4 		$412K Buy
6,882
+1,734
+34% +$107K 0.02% 353
2020
Q3 		$327K Sell
5,148
-332
-6% -$21.6K 0.03% 348
2020
Q2 		$338K Buy
+5,480
New +$324K 0.03% 290

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckingham Strategic Wealth's NEM Position: Q1 2021 in Review

Buckingham Strategic Wealth sold out of Newmont (NEM) in Q1 2021, closing a stake of 6,882 shares — an estimated $412K sold.

Buckingham Strategic Wealth first reported a position in NEM in Q2 2020 and held it in 3 quarters. The position peaked at $412K in Q4 2020. 1,017 funds tracked by Wall St. Rank hold NEM as of Q1 2021.

  • Buckingham Strategic Wealth reported no remaining Newmont position as of Q1 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 6,882 Newmont shares in Q1 2021, an estimated $412K.
  • Buckingham Strategic Wealth first reported a position in Newmont in Q2 2020 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Newmont position peaked at $412K in Q4 2020.
  • 1,017 funds tracked by Wall St. Rank held Newmont as of Q1 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2021, filed 30 Apr 2021.