CM Wealth Advisors’s Newmont NEM Stock Holding History

CM 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
2024 Q2	–	Sell	-5,525	Closed	-$229K	–	142
2024 Q1	$229K	Buy	+5,525	New	+$190K	0.07%	159

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CM Wealth Advisors's NEM Position: Q2 2024 in Review

CM Wealth Advisors sold out of Newmont (NEM) in Q2 2024, closing a stake of 5,525 shares — an estimated $229K sold.

CM Wealth Advisors first reported a position in NEM in Q1 2024 and held it in 1 quarter. The position peaked at $229K in Q1 2024. 1,125 funds tracked by Wall St. Rank hold NEM as of Q2 2024.

CM Wealth Advisors reported no remaining Newmont position as of Q2 2024 after selling out during the quarter.
CM Wealth Advisors sold 5,525 Newmont shares in Q2 2024, an estimated $229K.
CM Wealth Advisors first reported a position in Newmont in Q1 2024 and held it in 1 quarter.
CM Wealth Advisors's Newmont position peaked at $229K in Q1 2024.
1,125 funds tracked by Wall St. Rank held Newmont as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.