Fortis Advisors’s Newmont NEM Stock Holding History

Fortis Advisors’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
2023 Q2	–	Sell	-2,200	Closed	-$108K	–	192
2023 Q1	$108K	Buy	+2,200	New	+$107K	0.07%	112
2020 Q2	–	Sell	-512	Closed	-$23K	–	268
2020 Q1	$23K	Buy	+512	New	+$23.1K	0.02%	225

Other funds holding NEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortis Advisors's NEM Position: Q2 2023 in Review

Fortis Advisors sold out of Newmont (NEM) in Q2 2023, closing a stake of 2,200 shares — an estimated $108K sold.

Fortis Advisors first reported a position in NEM in Q1 2020 and held it in 2 quarters. The position peaked at $108K in Q1 2023. 1,055 funds tracked by Wall St. Rank hold NEM as of Q2 2023.

Fortis Advisors reported no remaining Newmont position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 2,200 Newmont shares in Q2 2023, an estimated $108K.
Fortis Advisors first reported a position in Newmont in Q1 2020 and held it in 2 quarters.
Fortis Advisors's Newmont position peaked at $108K in Q1 2023.
1,055 funds tracked by Wall St. Rank held Newmont as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.