RFA
NEM icon

Reilly Financial Advisors’s Newmont NEM Stock Holding History

Reilly Financial 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
2021
Q4 		$2K Buy
+31
New +$1.76K ﹤0.01% 999
2019
Q4 		– Sell
-696
Closed -$26K – 908
2019
Q3 		$26K Buy
+696
New +$27K ﹤0.01% 454
2018
Q3 		– Sell
-100
Closed -$4K – 1039
2018
Q2 		$4K Hold
100
– – ﹤0.01% 850
2018
Q1 		$4K Hold
100
– – ﹤0.01% 812
2017
Q4 		$4K Hold
100
– – ﹤0.01% 812
2017
Q3 		$4K Hold
100
– – ﹤0.01% 806
2017
Q2 		$3K Hold
100
– – ﹤0.01% 841
2017
Q1 		$3K Hold
100
– – ﹤0.01% 818
2016
Q4 		$3K Hold
100
– – ﹤0.01% 738
2016
Q3 		$4K Hold
100
– – ﹤0.01% 679
2016
Q2 		$4K Hold
100
– – ﹤0.01% 647
2016
Q1 		$3K Hold
100
– – ﹤0.01% 1027
2015
Q4 		$2K Sell
100
-1,000
-91% -$18.4K ﹤0.01% 1073
2015
Q3 		$18K Sell
1,100
-201
-15% -$3.6K ﹤0.01% 643
2015
Q2 		$30K Buy
1,301
+201
+18% +$5.03K 0.01% 557
2015
Q1 		$24K Sell
1,100
-25
-2% -$584 ﹤0.01% 616
2014
Q4 		$21K Buy
1,125
+25
+2% +$503 0.01% 388
2014
Q3 		$25K Hold
1,100
– – 0.01% 358
2014
Q2 		$28K Hold
1,100
– – 0.01% 345
2014
Q1 		$26K Hold
1,100
– – 0.01% 378
2013
Q4 		$25K Sell
1,100
-780
-41% -$20K 0.01% 350
2013
Q3 		$52K Buy
1,880
+1,780
+1,780% +$52.8K 0.01% 213
2013
Q2 		$3K Buy
+100
New +$3.36K ﹤0.01% 708

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Reilly Financial Advisors's NEM Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Newmont (NEM) in Q4 2021: 31 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in NEM as recently as Q3 2019.

Reilly Financial Advisors first reported a position in NEM in Q2 2013 and has held it in 23 quarters since. The position peaked at $52K in Q3 2013. 1,081 funds tracked by Wall St. Rank hold NEM as of Q4 2021.

  • Reilly Financial Advisors held 31 shares of Newmont worth $2K as of Q4 2021.
  • Newmont was a new Reilly Financial Advisors position in Q4 2021.
  • Newmont made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #999 holding.
  • Reilly Financial Advisors first reported a position in Newmont in Q2 2013 and has held it in 23 quarters since.
  • Reilly Financial Advisors's Newmont position peaked at $52K in Q3 2013.
  • 1,081 funds tracked by Wall St. Rank held Newmont as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.