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
2020 Q4	–	Sell	-6,000	Closed	-$10K	–	877
2020 Q3	$10K	Buy	+6,000	New	+$391K	﹤0.01%	510

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.