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Compass Wealth Management’s Newmont NEM Stock Holding History

Compass 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
2025
Q2 		– Sell
-473
Closed -$22.8K – 315
2025
Q1 		$22.8K Hold
473
– – 0.01% 315
2024
Q4 		$17.6K Hold
473
– – ﹤0.01% 326
2024
Q3 		$25.3K Hold
473
– – 0.01% 308
2024
Q2 		$19.8K Hold
473
– – ﹤0.01% 328
2024
Q1 		$17K Hold
473
– – ﹤0.01% 331
2023
Q4 		$19.6K Hold
473
– – 0.01% 318
2023
Q3 		$17.5K Sell
473
-54
-10% -$2.2K 0.01% 324
2023
Q2 		$22.5K Hold
527
– – 0.01% 319
2023
Q1 		$25.8K Hold
527
– – 0.01% 301
2022
Q4 		$24.9K Buy
+527
New +$23.5K 0.01% 298

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Compass Wealth Management's NEM Position: Q2 2025 in Review

Compass Wealth Management sold out of Newmont (NEM) in Q2 2025, closing a stake of 473 shares — an estimated $22.8K sold.

Compass Wealth Management first reported a position in NEM in Q4 2022 and held it in 10 quarters. The position peaked at $25.8K in Q1 2023. 1,333 funds tracked by Wall St. Rank hold NEM as of Q2 2025.

  • Compass Wealth Management reported no remaining Newmont position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 473 Newmont shares in Q2 2025, an estimated $22.8K.
  • Compass Wealth Management first reported a position in Newmont in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Newmont position peaked at $25.8K in Q1 2023.
  • 1,333 funds tracked by Wall St. Rank held Newmont as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.