Evolution Wealth Advisors’s Newmont NEM Stock Holding History

Evolution 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	-136	Closed	-$7K	–	461
2021 Q3	$7K	Hold	136	–	–	﹤0.01%	458
2021 Q2	$9K	Hold	136	–	–	﹤0.01%	423
2021 Q1	$8K	Sell	136 -127,100	-100%	-$7.6M	﹤0.01%	458
2020 Q4	$7.62M	Hold	127,236	–	–	1.72%	18
2020 Q3	$8.07M	Buy	127,236 +127,100	+93,456%	+$8.29M	2.21%	15
2020 Q2	$8K	Buy	+136	New	+$8.05K	﹤0.01%	318
2020 Q1	–	Sell	-157	Closed	-$7K	–	536
2019 Q4	$7K	Buy	+157	New	+$6.14K	﹤0.01%	354
2019 Q3	–	Sell	-88	Closed	-$3K	–	556
2019 Q2	$3K	Buy	+88	New	+$2.97K	﹤0.01%	357

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

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

Evolution Wealth Advisors's NEM Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Newmont (NEM) in Q4 2021, closing a stake of 136 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in NEM in Q2 2019 and held it in 8 quarters. The position peaked at $8.07M in Q3 2020. 1,080 funds tracked by Wall St. Rank hold NEM as of Q4 2021.

Evolution Wealth Advisors reported no remaining Newmont position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 136 Newmont shares in Q4 2021, an estimated $7K.
Evolution Wealth Advisors first reported a position in Newmont in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Newmont position peaked at $8.07M in Q3 2020.
1,080 funds tracked by Wall St. Rank held Newmont as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.