Meridian Financial Partners’s Newmont NEM Stock Holding History

Meridian Financial Partners’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 Q3	–	Sell	-6,838	Closed	-$290K	–	75
2023 Q2	$290K	Buy	+6,838	New	+$310K	0.17%	66
2022 Q3	–	Sell	-7,229	Closed	-$330K	–	71
2022 Q2	$330K	Buy	+7,229	New	+$511K	0.22%	70
2022 Q1	–	Sell	-11,331	Closed	-$736K	–	69
2021 Q4	$736K	Buy	11,331 +83	+0.7%	+$4.7K	0.5%	44
2021 Q3	$634K	Buy	11,248 +529	+5%	+$31.2K	0.43%	50
2021 Q2	$648K	Buy	+10,719	New	+$718K	0.44%	50

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Financial Partners's NEM Position: Q3 2023 in Review

Meridian Financial Partners sold out of Newmont (NEM) in Q3 2023, closing a stake of 6,838 shares — an estimated $290K sold.

Meridian Financial Partners first reported a position in NEM in Q2 2021 and held it in 5 quarters. The position peaked at $736K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold NEM as of Q3 2023.

Meridian Financial Partners reported no remaining Newmont position as of Q3 2023 after selling out during the quarter.
Meridian Financial Partners sold 6,838 Newmont shares in Q3 2023, an estimated $290K.
Meridian Financial Partners first reported a position in Newmont in Q2 2021 and held it in 5 quarters.
Meridian Financial Partners's Newmont position peaked at $736K in Q4 2021.
1,005 funds tracked by Wall St. Rank held Newmont as of Q3 2023.

Based on Meridian Financial Partners's 13F filing for Q3 2023, filed 20 Oct 2023.