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CLA (CliftonLarsonAllen) Wealth Advisors’s Newmont NEM Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q4 		– Sell
-5,500
Closed -$299K – 252
2021
Q3 		$299K Hold
5,500
– – 0.01% 269
2021
Q2 		$349K Buy
+5,500
New +$369K 0.01% 262

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

CLA (CliftonLarsonAllen) Wealth Advisors's NEM Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Newmont (NEM) in Q4 2021, closing a stake of 5,500 shares — an estimated $299K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NEM in Q2 2021 and held it in 2 quarters. The position peaked at $349K in Q2 2021. 1,080 funds tracked by Wall St. Rank hold NEM as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Newmont position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 5,500 Newmont shares in Q4 2021, an estimated $299K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Newmont in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Newmont position peaked at $349K in Q2 2021.
  • 1,080 funds tracked by Wall St. Rank held Newmont as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.