Polaris Wealth Advisory Group’s Newmont NEM Stock Holding History

Polaris Wealth Advisory Group’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
2020 Q3	–	Sell	-73,497	Closed	-$4.51M	–	176
2020 Q2	$4.51M	Buy	+73,497	New	+$4.35M	0.36%	60
2019 Q4	–	Sell	-812,839	Closed	-$30.8M	–	172
2019 Q3	$30.8M	Buy	812,839 +21,622	+3%	+$840K	2.51%	5
2019 Q2	$30M	Buy	+791,217	New	+$26.7M	2.27%	8
2018 Q4	–	Sell	-948	Closed	-$29K	–	335
2018 Q3	$29K	Buy	948 +840	+778%	+$28.4K	﹤0.01%	296
2018 Q2	$4K	Sell	108 -30	-22%	-$1.18K	﹤0.01%	228
2018 Q1	$5K	Buy	+138	New	+$5.33K	﹤0.01%	405

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polaris Wealth Advisory Group's NEM Position: Q3 2020 in Review

Polaris Wealth Advisory Group sold out of Newmont (NEM) in Q3 2020, closing a stake of 73,497 shares — an estimated $4.51M sold.

Polaris Wealth Advisory Group first reported a position in NEM in Q1 2018 and held it in 6 quarters. The position peaked at $30.8M in Q3 2019. 965 funds tracked by Wall St. Rank hold NEM as of Q3 2020.

Polaris Wealth Advisory Group reported no remaining Newmont position as of Q3 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 73,497 Newmont shares in Q3 2020, an estimated $4.51M.
Polaris Wealth Advisory Group first reported a position in Newmont in Q1 2018 and held it in 6 quarters.
Polaris Wealth Advisory Group's Newmont position peaked at $30.8M in Q3 2019.
965 funds tracked by Wall St. Rank held Newmont as of Q3 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2020, filed 15 Oct 2020.