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Mark Sheptoff Financial Planning’s Newmont NEM Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q3 		– Sell
-730
Closed -$46K – 408
2021
Q2 		$46K Hold
730
– – 0.02% 194
2021
Q1 		$44K Sell
730
-600
-45% -$35.9K 0.03% 174
2020
Q4 		$80K Buy
1,330
+850
+177% +$52.4K 0.05% 138
2020
Q3 		$30K Buy
480
+200
+71% +$13K 0.02% 169
2020
Q2 		$17K Hold
280
– – 0.01% 211
2020
Q1 		$13K Hold
280
– – 0.01% 208
2019
Q4 		$12K Hold
280
– – 0.01% 269
2019
Q3 		$11K Buy
+280
New +$10.9K 0.01% 266

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mark Sheptoff Financial Planning's NEM Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Newmont (NEM) in Q3 2021, closing a stake of 730 shares — an estimated $46K sold.

Mark Sheptoff Financial Planning first reported a position in NEM in Q3 2019 and held it in 8 quarters. The position peaked at $80K in Q4 2020. 1,014 funds tracked by Wall St. Rank hold NEM as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining Newmont position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 730 Newmont shares in Q3 2021, an estimated $46K.
  • Mark Sheptoff Financial Planning first reported a position in Newmont in Q3 2019 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's Newmont position peaked at $80K in Q4 2020.
  • 1,014 funds tracked by Wall St. Rank held Newmont as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.