Focused Wealth Management’s Newmont NEM Stock Holding History

Focused Wealth Management’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	-1,250	Closed	-$51.7K	–	672
2023 Q4	$51.7K	Hold	1,250	–	–	0.01%	302
2023 Q3	$46.2K	Hold	1,250	–	–	0.01%	301
2023 Q2	$53.3K	Buy	+1,250	New	+$56.7K	0.01%	295
2020 Q3	–	Sell	-1,900	Closed	-$124K	–	833
2020 Q2	$117K	Buy	+1,900	New	+$112K	0.03%	205
2017 Q1	–	Sell	-5,103	Closed	-$174K	–	716
2016 Q4	$174K	Hold	5,103	–	–	0.07%	158
2016 Q3	$201K	Hold	5,103	–	–	0.09%	142
2016 Q2	$200K	Buy	+5,103	New	+$169K	0.09%	135

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Focused Wealth Management's NEM Position: Q1 2024 in Review

Focused Wealth Management sold out of Newmont (NEM) in Q1 2024, closing a stake of 1,250 shares — an estimated $51.7K sold.

Focused Wealth Management first reported a position in NEM in Q2 2016 and held it in 7 quarters. The position peaked at $201K in Q3 2016. 1,055 funds tracked by Wall St. Rank hold NEM as of Q1 2024.

Focused Wealth Management reported no remaining Newmont position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 1,250 Newmont shares in Q1 2024, an estimated $51.7K.
Focused Wealth Management first reported a position in Newmont in Q2 2016 and held it in 7 quarters.
Focused Wealth Management's Newmont position peaked at $201K in Q3 2016.
1,055 funds tracked by Wall St. Rank held Newmont as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.