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Milestone Investment Advisors’s Newmont NEM Stock Holding History

Milestone Investment Advisors’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
-2,000
Closed -$73.9K – 331
2023
Q3 		$73.9K Buy
+2,000
New +$81.3K 0.02% 161
2023
Q2 		– Sell
-2,000
Closed -$98K – 326
2023
Q1 		$98K Buy
+2,000
New +$96.9K 0.03% 146

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

Milestone Investment Advisors's NEM Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Newmont (NEM) in Q4 2023, closing a stake of 2,000 shares — an estimated $73.9K sold.

Milestone Investment Advisors first reported a position in NEM in Q1 2023 and held it in 2 quarters. The position peaked at $98K in Q1 2023. 1,098 funds tracked by Wall St. Rank hold NEM as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Newmont position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 2,000 Newmont shares in Q4 2023, an estimated $73.9K.
  • Milestone Investment Advisors first reported a position in Newmont in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Newmont position peaked at $98K in Q1 2023.
  • 1,098 funds tracked by Wall St. Rank held Newmont as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.