Northwest Financial Advisors’s Newmont NEM Stock Holding History

Northwest Financial 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
2024 Q4	–	Sell	-243	Closed	-$13K	–	383
2024 Q3	$13K	Buy	+243	New	+$12.1K	0.01%	370
2024 Q1	–	Sell	-243	Closed	-$10.1K	–	363
2023 Q4	$10.1K	Buy	+243	New	+$9.38K	0.01%	379

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

Northwest Financial Advisors's NEM Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Newmont (NEM) in Q4 2024, closing a stake of 243 shares — an estimated $13K sold.

Northwest Financial Advisors first reported a position in NEM in Q4 2023 and held it in 2 quarters. The position peaked at $13K in Q3 2024. 1,161 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

Northwest Financial Advisors reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 243 Newmont shares in Q4 2024, an estimated $13K.
Northwest Financial Advisors first reported a position in Newmont in Q4 2023 and held it in 2 quarters.
Northwest Financial Advisors's Newmont position peaked at $13K in Q3 2024.
1,161 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.