Marcum Wealth’s Newmont NEM Stock Holding History

Marcum Wealth’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 Q3	–	Sell	-3,948	Closed	-$236K	–	390
2022 Q2	$236K	Buy	+3,948	New	+$279K	0.04%	271
2022 Q1	–	Sell	-3,566	Closed	-$221K	–	396
2021 Q4	$221K	Sell	3,566 -3,271	-48%	-$185K	0.03%	310
2021 Q3	$371K	Buy	6,837 +2,553	+60%	+$151K	0.06%	204
2021 Q2	$272K	Sell	4,284 -72	-2%	-$4.83K	0.04%	232
2021 Q1	$263K	Buy	+4,356	New	+$261K	0.04%	241

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

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Marcum Wealth's NEM Position: Q3 2022 in Review

Marcum Wealth sold out of Newmont (NEM) in Q3 2022, closing a stake of 3,948 shares — an estimated $236K sold.

Marcum Wealth first reported a position in NEM in Q1 2021 and held it in 5 quarters. The position peaked at $371K in Q3 2021. 1,022 funds tracked by Wall St. Rank hold NEM as of Q3 2022.

Marcum Wealth reported no remaining Newmont position as of Q3 2022 after selling out during the quarter.
Marcum Wealth sold 3,948 Newmont shares in Q3 2022, an estimated $236K.
Marcum Wealth first reported a position in Newmont in Q1 2021 and held it in 5 quarters.
Marcum Wealth's Newmont position peaked at $371K in Q3 2021.
1,022 funds tracked by Wall St. Rank held Newmont as of Q3 2022.

Based on Marcum Wealth's 13F filing for Q3 2022, filed 11 Oct 2022.