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Financial Synergies Wealth Advisors’s Newmont NEM Stock Holding History

Financial Synergies 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
-17
Closed -$610 – 310
2024
Q1 		$610 Buy
+17
New +$586 ﹤0.01% 446
2022
Q3 		– Sell
-10
Closed -$597 – 503
2022
Q2 		$597 Buy
+10
New +$708 ﹤0.01% 364

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Synergies Wealth Advisors's NEM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Newmont (NEM) in Q2 2024, closing a stake of 17 shares — an estimated $610 sold.

Financial Synergies Wealth Advisors first reported a position in NEM in Q2 2022 and held it in 2 quarters. The position peaked at $610 in Q1 2024. 1,125 funds tracked by Wall St. Rank hold NEM as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Newmont position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 17 Newmont shares in Q2 2024, an estimated $610.
  • Financial Synergies Wealth Advisors first reported a position in Newmont in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Newmont position peaked at $610 in Q1 2024.
  • 1,125 funds tracked by Wall St. Rank held Newmont as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.