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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Newmont NEM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-5,074
Closed -$210K – 362
2023
Q4 		$210K Buy
5,074
+420
+9% +$16.2K 0.13% 86
2023
Q3 		$172K Buy
4,654
+3,556
+324% +$145K 0.12% 92
2023
Q2 		$46.9K Buy
1,098
+92
+9% +$4.18K 0.03% 166
2023
Q1 		$49.4K Buy
1,006
+67
+7% +$3.25K 0.04% 158
2022
Q4 		$44.3K Buy
+939
New +$41.9K 0.04% 160

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NEM Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Newmont (NEM) in Q1 2024, closing a stake of 5,074 shares — an estimated $210K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NEM in Q4 2022 and held it in 5 quarters. The position peaked at $210K in Q4 2023. 1,054 funds tracked by Wall St. Rank hold NEM as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Newmont position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5,074 Newmont shares in Q1 2024, an estimated $210K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Newmont in Q4 2022 and held it in 5 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Newmont position peaked at $210K in Q4 2023.
  • 1,054 funds tracked by Wall St. Rank held Newmont as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.