Napa Wealth Management’s Newmont NEM Stock Holding History

Napa 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
2024 Q4	–	Sell	-20,646	Closed	-$1.1M	–	197
2024 Q3	$1.1M	Buy	+20,646	New	+$1.03M	0.52%	56

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Napa Wealth Management's NEM Position: Q4 2024 in Review

Napa Wealth Management sold out of Newmont (NEM) in Q4 2024, closing a stake of 20,646 shares — an estimated $1.1M sold.

Napa Wealth Management first reported a position in NEM in Q3 2024 and held it in 1 quarter. The position peaked at $1.1M in Q3 2024. 1,161 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

Napa Wealth Management reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
Napa Wealth Management sold 20,646 Newmont shares in Q4 2024, an estimated $1.1M.
Napa Wealth Management first reported a position in Newmont in Q3 2024 and held it in 1 quarter.
Napa Wealth Management's Newmont position peaked at $1.1M in Q3 2024.
1,161 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.