Oxler Private Wealth’s Newmont NEM Stock Holding History

Oxler Private Wealth’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
2022 Q4	–	Sell	-114	Closed	-$4.85K	–	263
2022 Q3	$4.85K	Hold	114	–	–	﹤0.01%	405
2022 Q2	$6.85K	Buy	+114	New	+$8.07K	﹤0.01%	221
2021 Q4	–	Sell	-27,879	Closed	-$1.51M	–	125
2021 Q3	$1.51M	Sell	27,879 -89	-0.3%	-$5.25K	0.67%	44
2021 Q2	$1.77M	Sell	27,968 -42,942	-61%	-$2.88M	0.77%	39
2021 Q1	$4.27M	Sell	70,910 -1,203	-2%	-$72K	2.16%	12
2020 Q4	$5.26M	Buy	+72,113	New	+$4.44M	2.97%	7

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oxler Private Wealth's NEM Position: Q4 2022 in Review

Oxler Private Wealth sold out of Newmont (NEM) in Q4 2022, closing a stake of 114 shares — an estimated $4.85K sold.

Oxler Private Wealth first reported a position in NEM in Q4 2020 and held it in 6 quarters. The position peaked at $5.26M in Q4 2020. 1,078 funds tracked by Wall St. Rank hold NEM as of Q4 2022.

Oxler Private Wealth reported no remaining Newmont position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 114 Newmont shares in Q4 2022, an estimated $4.85K.
Oxler Private Wealth first reported a position in Newmont in Q4 2020 and held it in 6 quarters.
Oxler Private Wealth's Newmont position peaked at $5.26M in Q4 2020.
1,078 funds tracked by Wall St. Rank held Newmont as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.