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Heritage Wealth Management (Arizona)’s Newmont NEM Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$10.4K Buy
220
+56
+34% +$2.5K ﹤0.01% 770
2022
Q3 		$7K Buy
164
+47
+40% +$2.2K ﹤0.01% 713
2022
Q2 		$6.98K Buy
117
+81
+225% +$5.73K ﹤0.01% 721
2022
Q1 		$3K Buy
+36
New +$2.44K ﹤0.01% 864
2021
Q3 		$2K Hold
36
– – ﹤0.01% 825
2021
Q2 		$2K Hold
36
– – ﹤0.01% 835
2021
Q1 		$2K Buy
+36
New +$2.15K ﹤0.01% 699

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NEM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Newmont (NEM) stake by 34% in Q4 2022, buying an estimated $2.5K and bringing the position to 220 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Heritage Wealth Management (Arizona) first reported a position in NEM in Q1 2021 and has held it in 7 quarters since. 1,078 funds tracked by Wall St. Rank hold NEM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 220 shares of Newmont worth $10.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 56 Newmont shares in Q4 2022, an estimated $2.5K.
  • Newmont made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #770 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Newmont in Q1 2021 and has held it in 7 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Newmont as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.