Primoris Wealth Advisors’s Newmont NEM Stock Holding History

Primoris 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 Q4	–	Sell	-14,000	Closed	-$748K	–	101
2024 Q3	$748K	Sell	14,000 -500	-3%	-$24.8K	0.54%	50
2024 Q2	$607K	Buy	+14,500	New	+$593K	0.48%	55
2023 Q2	–	Sell	-41,603	Closed	-$2.04M	–	71
2023 Q1	$2.04M	Buy	+41,603	New	+$2.02M	2.51%	15

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

Primoris Wealth Advisors's NEM Position: Q4 2024 in Review

Primoris Wealth Advisors sold out of Newmont (NEM) in Q4 2024, closing a stake of 14,000 shares — an estimated $748K sold.

Primoris Wealth Advisors first reported a position in NEM in Q1 2023 and held it in 3 quarters. The position peaked at $2.04M in Q1 2023. 1,161 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

Primoris Wealth Advisors reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
Primoris Wealth Advisors sold 14,000 Newmont shares in Q4 2024, an estimated $748K.
Primoris Wealth Advisors first reported a position in Newmont in Q1 2023 and held it in 3 quarters.
Primoris Wealth Advisors's Newmont position peaked at $2.04M in Q1 2023.
1,161 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Primoris Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.