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Shelton Wealth Management’s Newmont NEM Stock Holding History

Shelton 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
2024
Q3 		– Sell
-10,261
Closed -$430K – 140
2024
Q2 		$430K Buy
10,261
+1,853
+22% +$75.8K 0.24% 100
2024
Q1 		$301K Sell
8,408
-913
-10% -$31.5K 0.19% 102
2023
Q4 		$386K Buy
+9,321
New +$360K 0.27% 69

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shelton Wealth Management's NEM Position: Q3 2024 in Review

Shelton Wealth Management sold out of Newmont (NEM) in Q3 2024, closing a stake of 10,261 shares — an estimated $430K sold.

Shelton Wealth Management first reported a position in NEM in Q4 2023 and held it in 3 quarters. The position peaked at $430K in Q2 2024. 1,245 funds tracked by Wall St. Rank hold NEM as of Q3 2024.

  • Shelton Wealth Management reported no remaining Newmont position as of Q3 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 10,261 Newmont shares in Q3 2024, an estimated $430K.
  • Shelton Wealth Management first reported a position in Newmont in Q4 2023 and held it in 3 quarters.
  • Shelton Wealth Management's Newmont position peaked at $430K in Q2 2024.
  • 1,245 funds tracked by Wall St. Rank held Newmont as of Q3 2024.

Based on Shelton Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.