Core Wealth Advisors (Florida)’s Newmont NEM Stock Holding History

Core Wealth Advisors (Florida)’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
2023 Q2	–	Sell	-100	Closed	-$4.9K	–	265
2023 Q1	$4.9K	Hold	100	–	–	﹤0.01%	197
2022 Q4	$4.72K	Hold	100	–	–	﹤0.01%	217
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	185
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	168
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	153
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	175
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	160
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	145
2021 Q1	$6K	Hold	100	–	–	0.01%	132
2020 Q4	$6K	Buy	+100	New	+$6.16K	0.01%	133

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Core Wealth Advisors (Florida)'s NEM Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of Newmont (NEM) in Q2 2023, closing a stake of 100 shares — an estimated $4.9K sold.

Core Wealth Advisors (Florida) first reported a position in NEM in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 1,055 funds tracked by Wall St. Rank hold NEM as of Q2 2023.

Core Wealth Advisors (Florida) reported no remaining Newmont position as of Q2 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 100 Newmont shares in Q2 2023, an estimated $4.9K.
Core Wealth Advisors (Florida) first reported a position in Newmont in Q4 2020 and held it in 10 quarters.
Core Wealth Advisors (Florida)'s Newmont position peaked at $8K in Q1 2022.
1,055 funds tracked by Wall St. Rank held Newmont as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.