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Rainsberger Wealth Advisors’s Newmont NEM Stock Holding History

Rainsberger 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
2023
Q4 		$331K Sell
7,996
-19,880
-71% -$767K 0.18% 65
2023
Q3 		$1.03M Sell
27,876
-337
-1% -$13.7K 0.63% 45
2023
Q2 		$1.2M Buy
+28,213
New +$1.28M 0.73% 41

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rainsberger Wealth Advisors's NEM Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its Newmont (NEM) stake by 71% in Q4 2023, selling an estimated $767K and leaving 7,996 shares worth $331K. The position accounts for 0.18% of the portfolio, ranked #65.

Rainsberger Wealth Advisors first reported a position in NEM in Q2 2023 and has held it in 3 quarters since. The position peaked at $1.2M in Q2 2023. 1,098 funds tracked by Wall St. Rank hold NEM as of Q4 2023.

  • Rainsberger Wealth Advisors held 7,996 shares of Newmont worth $331K as of Q4 2023.
  • Rainsberger Wealth Advisors sold 19,880 Newmont shares in Q4 2023, an estimated $767K.
  • Newmont made up 0.18% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #65 holding.
  • Rainsberger Wealth Advisors first reported a position in Newmont in Q2 2023 and has held it in 3 quarters since.
  • Rainsberger Wealth Advisors's Newmont position peaked at $1.2M in Q2 2023.
  • 1,098 funds tracked by Wall St. Rank held Newmont as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.