FinTrust Capital Advisors’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$564K Buy
10,559
+791
+8% +$39.3K 0.1% 172
2024
Q2
$409K Buy
9,768
+30
+0.3% +$1.23K 0.07% 188
2024
Q1
$349K Sell
9,738
-153
-2% -$5.27K 0.07% 206
2023
Q4
$409K Sell
9,891
-1,202
-11% -$46.4K 0.08% 184
2023
Q3
$410K Buy
11,093
+1,697
+18% +$69K 0.09% 176
2023
Q2
$443K Hold
9,396
0.11% 173
2023
Q1
$443K Hold
9,396
0.11% 169
2022
Q4
$443K Sell
9,396
-2,486
-21% -$111K 0.11% 169
2022
Q3
$495K Buy
11,882
+275
+2% +$12.8K 0.13% 162
2022
Q2
$596K Buy
11,607
+1,148
+11% +$81.2K 0.15% 144
2022
Q1
$831K Buy
10,459
+3,645
+53% +$247K 0.19% 121
2021
Q4
$423K Sell
6,814
-1,424
-17% -$80.7K 0.1% 184
2021
Q3
$447K Sell
8,238
-32,633
-80% -$1.92M 0.12% 155
2021
Q2
$2.59M Buy
40,871
+1,638
+4% +$110K 0.68% 32
2021
Q1
$2.37M Buy
39,233
+3,350
+9% +$200K 0.68% 34
2020
Q4
$2.15M Buy
35,883
+1,059
+3% +$65.3K 0.68% 33
2020
Q3
$2.21K Buy
34,824
+2,854
+9% +$186K 0.43% 31
2020
Q2
$1.97M Buy
31,970
+14,628
+84% +$866K 0.78% 32
2020
Q1
$785K Buy
17,342
+16,720
+2,688% +$754K 0.38% 54
2019
Q4
$27K Sell
622
-100
-14% -$3.91K 0.01% 578
2019
Q3
$27K Hold
722
0.01% 588
2019
Q2
$28K Buy
722
+38
+6% +$1.28K 0.01% 530
2019
Q1
$24K Sell
684
-326
-32% -$11K 0.01% 559
2018
Q4
$35K Buy
+1,010
New +$32.7K 0.02% 459

Other funds holding NEM

FinTrust Capital Advisors's NEM Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Newmont (NEM) stake by 8.1% in Q3 2024, buying an estimated $39.3K and bringing the position to 10,559 shares worth $564K. The position accounts for 0.1% of the portfolio, ranked #172.

FinTrust Capital Advisors first reported a position in NEM in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.59M in Q2 2021. 1,245 funds tracked by Wall St. Rank hold NEM as of Q3 2024.

  • FinTrust Capital Advisors held 10,559 shares of Newmont worth $564K as of Q3 2024.
  • FinTrust Capital Advisors bought 791 Newmont shares in Q3 2024, an estimated $39.3K.
  • Newmont made up 0.1% of FinTrust Capital Advisors's portfolio in Q3 2024, its #172 holding.
  • FinTrust Capital Advisors first reported a position in Newmont in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Newmont position peaked at $2.59M in Q2 2021.
  • 1,245 funds tracked by Wall St. Rank held Newmont as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.