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Cassady Schiller Wealth Management’s Newmont NEM Stock Holding History

Cassady Schiller 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
Q4 		$1.71K Buy
+46
New +$2.1K ﹤0.01% 620
2023
Q3 		– Sell
-100
Closed -$4.27K – 467
2023
Q2 		$4.27K Hold
100
– – ﹤0.01% 392
2023
Q1 		$4.9K Hold
100
– – ﹤0.01% 359
2022
Q4 		$4.72K Buy
+100
New +$4.46K ﹤0.01% 372
2022
Q1 		– Sell
-6
Closed – – 420
2021
Q4 		$0 Buy
+6
New +$340 ﹤0.01% 615

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Cassady Schiller Wealth Management's NEM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Newmont (NEM) in Q4 2024: 46 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in NEM as recently as Q2 2023.

Cassady Schiller Wealth Management first reported a position in NEM in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.9K in Q1 2023. 1,161 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

  • Cassady Schiller Wealth Management held 46 shares of Newmont worth $1.71K as of Q4 2024.
  • Newmont was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Newmont made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #620 holding.
  • Cassady Schiller Wealth Management first reported a position in Newmont in Q4 2021 and has held it in 5 quarters since.
  • Cassady Schiller Wealth Management's Newmont position peaked at $4.9K in Q1 2023.
  • 1,161 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.