SFMG Wealth Advisors’s Newmont NEM Stock Holding History

SFMG 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
2022 Q2	–	Sell	-3,294	Closed	-$262K	–	298
2022 Q1	$262K	Buy	3,294 +28	+0.9%	+$1.89K	0.03%	220
2021 Q4	$203K	Buy	+3,266	New	+$185K	0.02%	269
2021 Q3	–	Sell	-3,272	Closed	-$207K	–	271
2021 Q2	$207K	Buy	+3,272	New	+$219K	0.02%	242

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SFMG Wealth Advisors's NEM Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of Newmont (NEM) in Q2 2022, closing a stake of 3,294 shares — an estimated $262K sold.

SFMG Wealth Advisors first reported a position in NEM in Q2 2021 and held it in 3 quarters. The position peaked at $262K in Q1 2022. 1,093 funds tracked by Wall St. Rank hold NEM as of Q2 2022.

SFMG Wealth Advisors reported no remaining Newmont position as of Q2 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 3,294 Newmont shares in Q2 2022, an estimated $262K.
SFMG Wealth Advisors first reported a position in Newmont in Q2 2021 and held it in 3 quarters.
SFMG Wealth Advisors's Newmont position peaked at $262K in Q1 2022.
1,093 funds tracked by Wall St. Rank held Newmont as of Q2 2022.

Based on SFMG Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.