Cyndeo Wealth Partners’s Newmont NEM Stock Holding History

Cyndeo Wealth Partners’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	-71,378	Closed	-$3.5M	–	343
2023 Q1	$3.5M	Buy	+71,378	New	+$3.46M	0.38%	86

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

Cyndeo Wealth Partners's NEM Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of Newmont (NEM) in Q2 2023, closing a stake of 71,378 shares — an estimated $3.5M sold.

Cyndeo Wealth Partners first reported a position in NEM in Q1 2023 and held it in 1 quarter. The position peaked at $3.5M in Q1 2023. 1,055 funds tracked by Wall St. Rank hold NEM as of Q2 2023.

Cyndeo Wealth Partners reported no remaining Newmont position as of Q2 2023 after selling out during the quarter.
Cyndeo Wealth Partners sold 71,378 Newmont shares in Q2 2023, an estimated $3.5M.
Cyndeo Wealth Partners first reported a position in Newmont in Q1 2023 and held it in 1 quarter.
Cyndeo Wealth Partners's Newmont position peaked at $3.5M in Q1 2023.
1,055 funds tracked by Wall St. Rank held Newmont as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.