IAM Advisory’s Newmont NEM Stock Holding History

IAM Advisory’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 Q3	–	Sell	-16,028	Closed	-$684K	–	105
2023 Q2	$684K	Buy	+16,028	New	+$728K	0.23%	54

Other funds holding NEM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAM Advisory's NEM Position: Q3 2023 in Review

IAM Advisory sold out of Newmont (NEM) in Q3 2023, closing a stake of 16,028 shares — an estimated $684K sold.

IAM Advisory first reported a position in NEM in Q2 2023 and held it in 1 quarter. The position peaked at $684K in Q2 2023. 1,007 funds tracked by Wall St. Rank hold NEM as of Q3 2023.

IAM Advisory reported no remaining Newmont position as of Q3 2023 after selling out during the quarter.
IAM Advisory sold 16,028 Newmont shares in Q3 2023, an estimated $684K.
IAM Advisory first reported a position in Newmont in Q2 2023 and held it in 1 quarter.
IAM Advisory's Newmont position peaked at $684K in Q2 2023.
1,007 funds tracked by Wall St. Rank held Newmont as of Q3 2023.

Based on IAM Advisory's 13F filing for Q3 2023, filed 10 Oct 2023.