First Capital Advisors Group’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$174K Sell
4,083
-146
-3% -$6.63K 0.09% 161
2023
Q1
$207K Buy
+4,229
New +$205K 0.13% 134
2022
Q3
Sell
-3,457
Closed -$206K 239
2022
Q2
$206K Buy
+3,457
New +$245K 0.14% 155
2018
Q2
Sell
-111
Closed -$4K 556
2018
Q1
$4K Buy
+111
New +$4.29K ﹤0.01% 675

Other funds holding NEM

First Capital Advisors Group's NEM Position: Q2 2023 in Review

First Capital Advisors Group reduced its Newmont (NEM) stake by 3.5% in Q2 2023, selling an estimated $6.63K and leaving 4,083 shares worth $174K. The position accounts for 0.09% of the portfolio, ranked #161.

First Capital Advisors Group first reported a position in NEM in Q1 2018 and has held it in 4 quarters since. The position peaked at $207K in Q1 2023. 1,055 funds tracked by Wall St. Rank hold NEM as of Q2 2023.

  • First Capital Advisors Group held 4,083 shares of Newmont worth $174K as of Q2 2023.
  • First Capital Advisors Group sold 146 Newmont shares in Q2 2023, an estimated $6.63K.
  • Newmont made up 0.09% of First Capital Advisors Group's portfolio in Q2 2023, its #161 holding.
  • First Capital Advisors Group first reported a position in Newmont in Q1 2018 and has held it in 4 quarters since.
  • First Capital Advisors Group's Newmont position peaked at $207K in Q1 2023.
  • 1,055 funds tracked by Wall St. Rank held Newmont as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.