ML&R Wealth Management’s Newmont NEM Stock Holding History

ML&R 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 Q3	–	Sell	-20,239	Closed	-$863K	–	86
2023 Q2	$863K	Buy	+20,239	New	+$919K	0.19%	48

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

ML&R Wealth Management's NEM Position: Q3 2023 in Review

ML&R Wealth Management sold out of Newmont (NEM) in Q3 2023, closing a stake of 20,239 shares — an estimated $863K sold.

ML&R Wealth Management first reported a position in NEM in Q2 2023 and held it in 1 quarter. The position peaked at $863K in Q2 2023. 1,005 funds tracked by Wall St. Rank hold NEM as of Q3 2023.

ML&R Wealth Management reported no remaining Newmont position as of Q3 2023 after selling out during the quarter.
ML&R Wealth Management sold 20,239 Newmont shares in Q3 2023, an estimated $863K.
ML&R Wealth Management first reported a position in Newmont in Q2 2023 and held it in 1 quarter.
ML&R Wealth Management's Newmont position peaked at $863K in Q2 2023.
1,005 funds tracked by Wall St. Rank held Newmont as of Q3 2023.

Based on ML&R Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.