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Personal Capital Advisors’s Newmont NEM Stock Holding History

Personal Capital 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
2022
Q4 		$54.8M Buy
1,160,176
+165,580
+17% +$7.39M 0.27% 86
2022
Q3 		$41.8M Sell
994,596
-44,303
-4% -$2.07M 0.23% 105
2022
Q2 		$62M Buy
1,038,899
+13,200
+1% +$934K 0.32% 68
2022
Q1 		$81.5M Buy
1,025,699
+43,181
+4% +$2.92M 0.38% 61
2021
Q4 		$61.1M Buy
982,518
+78,620
+9% +$4.46M 0.28% 82
2021
Q3 		$49.1M Buy
903,898
+41,397
+5% +$2.44M 0.25% 98
2021
Q2 		$54.7M Buy
862,501
+65,623
+8% +$4.4M 0.28% 88
2021
Q1 		$48M Buy
796,878
+65,407
+9% +$3.91M 0.28% 89
2020
Q4 		$43.8M Buy
731,471
+34,547
+5% +$2.13M 0.28% 87
2020
Q3 		$44.2M Buy
696,924
+2,615
+0.4% +$170K 0.33% 71
2020
Q2 		$42.9M Buy
694,309
+111
+0% +$6.57K 0.35% 67
2020
Q1 		$31.5M Sell
694,198
-13,240
-2% -$597K 0.31% 74
2019
Q4 		$30.7M Buy
707,438
+49,835
+8% +$1.95M 0.26% 95
2019
Q3 		$24.9M Buy
657,603
+38,867
+6% +$1.51M 0.24% 100
2019
Q2 		$23.8M Buy
618,736
+68,688
+12% +$2.32M 0.24% 98
2019
Q1 		$19.7M Buy
550,048
+71,590
+15% +$2.43M 0.22% 100
2018
Q4 		$16.6M Buy
478,458
+101,204
+27% +$3.28M 0.22% 101
2018
Q3 		$11.4M Sell
377,254
-19,648
-5% -$665K 0.15% 113
2018
Q2 		$15M Buy
396,902
+54,678
+16% +$2.15M 0.21% 102
2018
Q1 		$13.4M Buy
342,224
+64,428
+23% +$2.49M 0.21% 103
2017
Q4 		$10.4M Buy
277,796
+49,093
+21% +$1.81M 0.18% 109
2017
Q3 		$8.58M Buy
228,703
+50,674
+28% +$1.84M 0.17% 108
2017
Q2 		$5.77M Buy
178,029
+165,725
+1,347% +$5.58M 0.13% 113
2017
Q1 		$408K Buy
+12,304
New +$430K 0.01% 168

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Personal Capital Advisors's NEM Position: Q4 2022 in Review

Personal Capital Advisors increased its Newmont (NEM) stake by 17% in Q4 2022, buying an estimated $7.39M and bringing the position to 1,160,176 shares worth $54.8M. The position accounts for 0.27% of the portfolio, ranked #86.

Personal Capital Advisors first reported a position in NEM in Q1 2017 and has held it in 24 quarters since. The position peaked at $81.5M in Q1 2022. 1,079 funds tracked by Wall St. Rank hold NEM as of Q4 2022.

  • Personal Capital Advisors held 1,160,176 shares of Newmont worth $54.8M as of Q4 2022.
  • Personal Capital Advisors bought 165,580 Newmont shares in Q4 2022, an estimated $7.39M.
  • Newmont made up 0.27% of Personal Capital Advisors's portfolio in Q4 2022, its #86 holding.
  • Personal Capital Advisors first reported a position in Newmont in Q1 2017 and has held it in 24 quarters since.
  • Personal Capital Advisors's Newmont position peaked at $81.5M in Q1 2022.
  • 1,079 funds tracked by Wall St. Rank held Newmont as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.