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Prevail Innovative Wealth Advisors’s Newmont NEM Stock Holding History

Prevail Innovative Wealth 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
2024
Q2 		– Sell
-102,384
Closed -$3.67M – 174
2024
Q1 		$3.67M Buy
102,384
+63,600
+164% +$2.19M 1.36% 13
2023
Q4 		$1.61M Buy
+38,784
New +$1.5M 0.77% 58

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prevail Innovative Wealth Advisors's NEM Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of Newmont (NEM) in Q2 2024, closing a stake of 102,384 shares — an estimated $3.67M sold.

Prevail Innovative Wealth Advisors first reported a position in NEM in Q4 2023 and held it in 2 quarters. The position peaked at $3.67M in Q1 2024. 1,125 funds tracked by Wall St. Rank hold NEM as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Newmont position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 102,384 Newmont shares in Q2 2024, an estimated $3.67M.
  • Prevail Innovative Wealth Advisors first reported a position in Newmont in Q4 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Newmont position peaked at $3.67M in Q1 2024.
  • 1,125 funds tracked by Wall St. Rank held Newmont as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.