Ropes Wealth Advisors’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-20
Closed -$1K 590
2020
Q4
$1K Sell
20
-2
-9% -$123 ﹤0.01% 742
2020
Q3
$1K Sell
22
-35
-61% -$2.28K ﹤0.01% 592
2020
Q2
$4K Buy
+57
New +$3.37K ﹤0.01% 501
2017
Q2
Sell
-2
Closed 563
2017
Q1
$0 Buy
+2
New +$70 ﹤0.01% 543

Other funds holding NEM

Ropes Wealth Advisors's NEM Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Newmont (NEM) in Q1 2021, closing a stake of 20 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in NEM in Q1 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2020. 1,017 funds tracked by Wall St. Rank hold NEM as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Newmont position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 20 Newmont shares in Q1 2021, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Newmont in Q1 2017 and held it in 4 quarters.
  • Ropes Wealth Advisors's Newmont position peaked at $4K in Q2 2020.
  • 1,017 funds tracked by Wall St. Rank held Newmont as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.