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Marion Wealth Management’s Newmont NEM Stock Holding History

Marion Wealth Management’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
Q4 		– Sell
-17,449
Closed -$645K – 127
2023
Q3 		$645K Buy
17,449
+1,666
+11% +$67.7K 0.23% 74
2023
Q2 		$673K Buy
15,783
+539
+4% +$24.5K 0.24% 69
2023
Q1 		$747K Buy
15,244
+2,149
+16% +$104K 0.28% 68
2022
Q4 		$618K Buy
13,095
+2,987
+30% +$133K 0.26% 72
2022
Q3 		$425K Buy
10,108
+2,516
+33% +$118K 0.22% 80
2022
Q2 		$453K Buy
+7,592
New +$537K 0.24% 81

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marion Wealth Management's NEM Position: Q4 2023 in Review

Marion Wealth Management sold out of Newmont (NEM) in Q4 2023, closing a stake of 17,449 shares — an estimated $645K sold.

Marion Wealth Management first reported a position in NEM in Q2 2022 and held it in 6 quarters. The position peaked at $747K in Q1 2023. 1,098 funds tracked by Wall St. Rank hold NEM as of Q4 2023.

  • Marion Wealth Management reported no remaining Newmont position as of Q4 2023 after selling out during the quarter.
  • Marion Wealth Management sold 17,449 Newmont shares in Q4 2023, an estimated $645K.
  • Marion Wealth Management first reported a position in Newmont in Q2 2022 and held it in 6 quarters.
  • Marion Wealth Management's Newmont position peaked at $747K in Q1 2023.
  • 1,098 funds tracked by Wall St. Rank held Newmont as of Q4 2023.

Based on Marion Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.