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Regal Investment Advisors’s Newmont NEM Stock Holding History

Regal Investment 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
Q2 		– Sell
-4,591
Closed -$225K – 533
2023
Q1 		$225K Sell
4,591
-5,879
-56% -$285K 0.02% 460
2022
Q4 		$494K Buy
10,470
+160
+2% +$7.14K 0.05% 276
2022
Q3 		$433K Buy
10,310
+136
+1% +$6.35K 0.05% 290
2022
Q2 		$607K Sell
10,174
-1,610
-14% -$114K 0.06% 251
2022
Q1 		$937K Sell
11,784
-6,961
-37% -$471K 0.09% 221
2021
Q4 		$1.16M Sell
18,745
-2,551
-12% -$145K 0.1% 214
2021
Q3 		$1.16M Buy
21,296
+15,926
+297% +$939K 0.11% 197
2021
Q2 		$340K Buy
+5,370
New +$360K 0.03% 386
2021
Q1 		– Sell
-5,514
Closed -$330K – 286
2020
Q4 		$330K Buy
+5,514
New +$340K 0.04% 343
2020
Q3 		– Sell
-3,660
Closed -$226K – 176
2020
Q2 		$226K Buy
+3,660
New +$217K 0.04% 287
2015
Q4 		– Sell
-1,130
Closed -$18K – 664
2015
Q3 		$18K Sell
1,130
-415
-27% -$7.43K ﹤0.01% 578
2015
Q2 		$36K Sell
1,545
-928
-38% -$23.2K 0.01% 472
2015
Q1 		$54K Sell
2,473
-2,460
-50% -$57.5K 0.01% 417
2014
Q4 		$93K Sell
4,933
-1,884
-28% -$37.9K 0.02% 321
2014
Q3 		$157K Sell
6,817
-199
-3% -$5.08K 0.05% 248
2014
Q2 		$178K Buy
7,016
+1,205
+21% +$29K 0.06% 212
2014
Q1 		$136K Buy
5,811
+1,064
+22% +$25.3K 0.06% 230
2013
Q4 		$109K Sell
4,747
-418
-8% -$10.7K 0.06% 200
2013
Q3 		$145K Buy
5,165
+2,415
+88% +$71.6K 0.08% 197
2013
Q2 		$82K Buy
+2,750
New +$92.3K 0.05% 250

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Regal Investment Advisors's NEM Position: Q2 2023 in Review

Regal Investment Advisors sold out of Newmont (NEM) in Q2 2023, closing a stake of 4,591 shares — an estimated $225K sold.

Regal Investment Advisors first reported a position in NEM in Q2 2013 and held it in 20 quarters. The position peaked at $1.16M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold NEM as of Q2 2023.

  • Regal Investment Advisors reported no remaining Newmont position as of Q2 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 4,591 Newmont shares in Q2 2023, an estimated $225K.
  • Regal Investment Advisors first reported a position in Newmont in Q2 2013 and held it in 20 quarters.
  • Regal Investment Advisors's Newmont position peaked at $1.16M in Q4 2021.
  • 1,056 funds tracked by Wall St. Rank held Newmont as of Q2 2023.

Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.