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Planned Solutions’s Newmont NEM Stock Holding History

Planned Solutions’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
-169
Closed -$9.03K – 447
2024
Q3 		$9.03K Buy
+169
New +$8.4K ﹤0.01% 457
2024
Q1 		– Sell
-169
Closed -$7K – 382
2023
Q4 		$7K Buy
+169
New +$6.52K ﹤0.01% 453
2021
Q1 		– Sell
-1,469
Closed -$88K – 286
2020
Q4 		$88K Buy
1,469
+1,300
+769% +$80.1K 0.07% 115
2020
Q3 		$11K Buy
+169
New +$11K 0.01% 252

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Planned Solutions's NEM Position: Q4 2024 in Review

Planned Solutions sold out of Newmont (NEM) in Q4 2024, closing a stake of 169 shares — an estimated $9.03K sold.

Planned Solutions first reported a position in NEM in Q3 2020 and held it in 4 quarters. The position peaked at $88K in Q4 2020. 1,161 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

  • Planned Solutions reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 169 Newmont shares in Q4 2024, an estimated $9.03K.
  • Planned Solutions first reported a position in Newmont in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Newmont position peaked at $88K in Q4 2020.
  • 1,161 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.