Perfromance Wealth Partners’s Newmont NEM Stock Holding History

Perfromance Wealth Partners’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	-22,611	Closed	-$1.21M	–	198
2024 Q3	$1.21M	Buy	22,611 +9,506	+73%	+$472K	0.04%	58
2024 Q2	$549K	Buy	+13,105	New	+$536K	0.02%	81

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

Perfromance Wealth Partners's NEM Position: Q4 2024 in Review

Perfromance Wealth Partners sold out of Newmont (NEM) in Q4 2024, closing a stake of 22,611 shares — an estimated $1.21M sold.

Perfromance Wealth Partners first reported a position in NEM in Q2 2024 and held it in 2 quarters. The position peaked at $1.21M in Q3 2024. 1,161 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

Perfromance Wealth Partners reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
Perfromance Wealth Partners sold 22,611 Newmont shares in Q4 2024, an estimated $1.21M.
Perfromance Wealth Partners first reported a position in Newmont in Q2 2024 and held it in 2 quarters.
Perfromance Wealth Partners's Newmont position peaked at $1.21M in Q3 2024.
1,161 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Perfromance Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.