Selective Wealth Management’s Newmont NEM Stock Holding History

Selective 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
2022 Q3	–	Sell	-235	Closed	-$14K	–	811
2022 Q2	$14K	Hold	235	–	–	0.01%	519
2022 Q1	$19K	Buy	+235	New	+$15.9K	0.01%	455
2020 Q2	–	Sell	-250	Closed	-$11K	–	427
2020 Q1	$11K	Buy	+250	New	+$11.3K	0.02%	148

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Selective Wealth Management's NEM Position: Q3 2022 in Review

Selective Wealth Management sold out of Newmont (NEM) in Q3 2022, closing a stake of 235 shares — an estimated $14K sold.

Selective Wealth Management first reported a position in NEM in Q1 2020 and held it in 3 quarters. The position peaked at $19K in Q1 2022. 1,022 funds tracked by Wall St. Rank hold NEM as of Q3 2022.

Selective Wealth Management reported no remaining Newmont position as of Q3 2022 after selling out during the quarter.
Selective Wealth Management sold 235 Newmont shares in Q3 2022, an estimated $14K.
Selective Wealth Management first reported a position in Newmont in Q1 2020 and held it in 3 quarters.
Selective Wealth Management's Newmont position peaked at $19K in Q1 2022.
1,022 funds tracked by Wall St. Rank held Newmont as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.