Centerpoint Advisors’s Newmont NEM Stock Holding History

Centerpoint Advisors’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	$130K	Sell	1,201 -115	-9%	-$13.3K	0.04%	104
2025 Q4	$131K	Hold	1,316	–	–	0.04%	109
2025 Q3	$111K	Sell	1,316 -15	-1%	-$1.05K	0.03%	118
2025 Q2	$78K	Sell	1,331 -25	-2%	-$1.33K	0.03%	131
2025 Q1	$65K	Hold	1,356	–	–	0.02%	148
2024 Q4	$50K	Hold	1,356	–	–	0.02%	175
2024 Q3	$72K	Sell	1,356 -75	-5%	-$3.73K	0.03%	147
2024 Q2	$60K	Hold	1,431	–	–	0.02%	155
2024 Q1	$51K	Hold	1,431	–	–	0.02%	164
2023 Q4	$59K	Sell	1,431 -3,357	-70%	-$130K	0.02%	141
2023 Q3	$177K	Hold	4,788	–	–	0.08%	95
2023 Q2	$204K	Buy	4,788 +125	+3%	+$5.67K	0.08%	89
2023 Q1	$229K	Buy	4,663 +57	+1%	+$2.76K	0.1%	86
2022 Q4	$217K	Buy	4,606 +1,240	+37%	+$55.4K	0.1%	82
2022 Q3	$141K	Buy	3,366 +2,710	+413%	+$127K	0.07%	91
2022 Q2	$39K	Hold	656	–	–	0.02%	156
2022 Q1	$52K	Hold	656	–	–	0.02%	146
2021 Q4	$41K	Hold	656	–	–	0.02%	145
2021 Q3	$36K	Hold	656	–	–	0.02%	140
2021 Q2	$42K	Sell	656 -27	-4%	-$1.81K	0.02%	137
2021 Q1	$41K	Hold	683	–	–	0.02%	111
2020 Q4	$41K	Buy	683 +1	+0.1%	+$62	0.03%	108
2020 Q3	$43K	Hold	682	–	–	0.03%	89
2020 Q2	$42K	Hold	682	–	–	0.03%	88
2020 Q1	$31K	Hold	682	–	–	0.03%	94
2019 Q4	$30K	Buy	682 +26	+4%	+$1.02K	0.02%	123
2019 Q3	$25K	Hold	656	–	–	0.02%	123
2019 Q2	$25K	Hold	656	–	–	0.02%	123
2019 Q1	$23K	Hold	656	–	–	0.02%	126
2018 Q4	$23K	Hold	656	–	–	0.02%	122
2018 Q3	$20K	Hold	656	–	–	0.02%	134
2018 Q2	$25K	Hold	656	–	–	0.02%	133
2018 Q1	$26K	Hold	656	–	–	0.02%	126
2017 Q4	$25K	Buy	+656	New	+$24.1K	0.02%	109

Other funds holding NEM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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