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First Personal Financial Services’s Newmont NEM Stock Holding History

First Personal Financial Services’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
Q3 		$2.54M Sell
47,441
-1,668
-3% -$82.9K 0.54% 54
2024
Q2 		$2.06M Buy
49,109
+2,335
+5% +$95.5K 0.46% 55
2024
Q1 		$1.68M Buy
46,774
+1,354
+3% +$46.7K 0.39% 57
2023
Q4 		$1.88M Sell
45,420
-4,360
-9% -$168K 0.46% 57
2023
Q3 		$1.84M Buy
49,780
+1,994
+4% +$81.1K 0.48% 53
2023
Q2 		$2.04M Buy
47,786
+2,443
+5% +$111K 0.51% 51
2023
Q1 		$2.22M Buy
45,343
+3,348
+8% +$162K 0.58% 49
2022
Q4 		$1.98M Sell
41,995
-3,150
-7% -$141K 0.54% 51
2022
Q3 		$1.9M Buy
45,145
+12,250
+37% +$572K 0.55% 51
2022
Q2 		$1.96M Buy
32,895
+1,032
+3% +$73K 0.55% 52
2022
Q1 		$2.53M Buy
31,863
+897
+3% +$60.7K 0.59% 51
2021
Q4 		$1.92M Buy
30,966
+16,969
+121% +$962K 0.43% 55
2021
Q3 		$760K Buy
13,997
+13,797
+6,899% +$814K 0.19% 75
2021
Q2 		$13K Buy
+200
New +$13.4K ﹤0.01% 281
2020
Q1 		– Sell
-41
Closed -$2K – 446
2019
Q4 		$2K Hold
41
– – ﹤0.01% 377
2019
Q3 		$2K Buy
+41
New +$1.59K ﹤0.01% 433
2018
Q2 		– Sell
-550
Closed -$21K – 841
2018
Q1 		$21K Buy
+550
New +$21.2K ﹤0.01% 622
2016
Q4 		– Sell
-503
Closed -$20K – 934
2016
Q3 		$20K Buy
503
+120
+31% +$4.97K 0.01% 444
2016
Q2 		$15K Buy
+383
New +$12.7K 0.01% 472
2015
Q2 		– Sell
-86
Closed -$2K – 506
2015
Q1 		$2K Hold
86
– – ﹤0.01% 451
2014
Q4 		$1K Buy
+86
New +$1.73K ﹤0.01% 428

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Personal Financial Services's NEM Position: Q3 2024 in Review

First Personal Financial Services reduced its Newmont (NEM) stake by 3.4% in Q3 2024, selling an estimated $82.9K and leaving 47,441 shares worth $2.54M. The position accounts for 0.54% of the portfolio, ranked #54.

First Personal Financial Services first reported a position in NEM in Q4 2014 and has held it in 21 quarters since. 1,245 funds tracked by Wall St. Rank hold NEM as of Q3 2024.

  • First Personal Financial Services held 47,441 shares of Newmont worth $2.54M as of Q3 2024.
  • First Personal Financial Services sold 1,668 Newmont shares in Q3 2024, an estimated $82.9K.
  • Newmont made up 0.54% of First Personal Financial Services's portfolio in Q3 2024, its #54 holding.
  • First Personal Financial Services first reported a position in Newmont in Q4 2014 and has held it in 21 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Newmont as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.