Castle Wealth Management’s Newmont NEM Stock Holding History

Castle 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 Q4	–	Sell	-159	Closed	-$7K	–	431
2022 Q3	$7K	Hold	159	–	–	﹤0.01%	468
2022 Q2	$9K	Buy	+159	New	+$11.2K	0.01%	423

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Castle Wealth Management's NEM Position: Q4 2022 in Review

Castle Wealth Management sold out of Newmont (NEM) in Q4 2022, closing a stake of 159 shares — an estimated $7K sold.

Castle Wealth Management first reported a position in NEM in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 1,078 funds tracked by Wall St. Rank hold NEM as of Q4 2022.

Castle Wealth Management reported no remaining Newmont position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 159 Newmont shares in Q4 2022, an estimated $7K.
Castle Wealth Management first reported a position in Newmont in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Newmont position peaked at $9K in Q2 2022.
1,078 funds tracked by Wall St. Rank held Newmont as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.