PRW Wealth Management’s Newmont NEM Stock Holding History

PRW Wealth Management’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
2021 Q3	–	Sell	-39,939	Closed	-$2.53M	–	223
2021 Q2	$2.53M	Buy	+39,939	New	+$2.68M	0.74%	32
2019 Q2	–	Sell	-245	Closed	-$9K	–	453
2019 Q1	$9K	Hold	245	–	–	0.01%	296
2018 Q4	$9K	Buy	+245	New	+$7.94K	0.01%	297

Other funds holding NEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PRW Wealth Management's NEM Position: Q3 2021 in Review

PRW Wealth Management sold out of Newmont (NEM) in Q3 2021, closing a stake of 39,939 shares — an estimated $2.53M sold.

PRW Wealth Management first reported a position in NEM in Q4 2018 and held it in 3 quarters. The position peaked at $2.53M in Q2 2021. 1,014 funds tracked by Wall St. Rank hold NEM as of Q3 2021.

PRW Wealth Management reported no remaining Newmont position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 39,939 Newmont shares in Q3 2021, an estimated $2.53M.
PRW Wealth Management first reported a position in Newmont in Q4 2018 and held it in 3 quarters.
PRW Wealth Management's Newmont position peaked at $2.53M in Q2 2021.
1,014 funds tracked by Wall St. Rank held Newmont as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.