IWA
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IVC Wealth Advisors’s Newmont NEM Stock Holding History

IVC Wealth 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
2026
Q2 		$1.25M Hold
13,396
– – 0.49% 38
2026
Q1 		$1.45M Sell
13,396
-605
-4% -$69.7K 0.63% 29
2025
Q4 		$1.4M Sell
14,001
-212
-1% -$19.2K 0.61% 28
2025
Q3 		$1.2M Buy
14,213
+266
+2% +$18.6K 0.54% 34
2025
Q2 		$813K Buy
13,947
+173
+1% +$9.23K 0.4% 54
2025
Q1 		$665K Buy
13,774
+1,085
+9% +$47.6K 0.36% 59
2024
Q4 		$472K Sell
12,689
-282
-2% -$12.9K 0.26% 76
2024
Q3 		$693K Sell
12,971
-3,620
-22% -$180K 0.38% 62
2024
Q2 		$695K Sell
16,591
-109
-0.7% -$4.46K 0.39% 61
2024
Q1 		$599K Buy
16,700
+2,113
+14% +$72.8K 0.35% 66
2023
Q4 		$604K Buy
14,587
+788
+6% +$30.4K 0.38% 67
2023
Q3 		$510K Buy
+13,799
New +$561K 0.34% 73

Other funds holding NEM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return