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Kathleen S. Wright Associates’s Newmont NEM Stock Holding History

Kathleen S. Wright Associates’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
2024
Q4 		– Sell
-200
Closed -$10.7K – 287
2024
Q3 		$10.7K Hold
200
– – ﹤0.01% 249
2024
Q2 		$8.37K Hold
200
– – ﹤0.01% 201
2024
Q1 		$7.17K Buy
+200
New +$6.89K ﹤0.01% 195

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Kathleen S. Wright Associates's NEM Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of Newmont (NEM) in Q4 2024, closing a stake of 200 shares — an estimated $10.7K sold.

Kathleen S. Wright Associates first reported a position in NEM in Q1 2024 and held it in 3 quarters. The position peaked at $10.7K in Q3 2024. 1,161 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 200 Newmont shares in Q4 2024, an estimated $10.7K.
  • Kathleen S. Wright Associates first reported a position in Newmont in Q1 2024 and held it in 3 quarters.
  • Kathleen S. Wright Associates's Newmont position peaked at $10.7K in Q3 2024.
  • 1,161 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.