Souders Financial Advisors’s Newmont NEM Stock Holding History

Souders 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
2022 Q3	–	Sell	-8,064	Closed	-$481K	–	155
2022 Q2	$481K	Buy	+8,064	New	+$571K	0.14%	101
2022 Q1	–	Sell	-8,410	Closed	-$522K	–	150
2021 Q4	$522K	Sell	8,410 -5,360	-39%	-$304K	0.15%	102
2021 Q3	$748K	Buy	13,770 +6,590	+92%	+$389K	0.24%	82
2021 Q2	$455K	Buy	7,180 +1,060	+17%	+$71K	0.15%	103
2021 Q1	$369K	Buy	6,120 +2,730	+81%	+$163K	0.14%	97
2020 Q4	$203K	Buy	+3,390	New	+$209K	0.09%	105

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

Souders Financial Advisors's NEM Position: Q3 2022 in Review

Souders Financial Advisors sold out of Newmont (NEM) in Q3 2022, closing a stake of 8,064 shares — an estimated $481K sold.

Souders Financial Advisors first reported a position in NEM in Q4 2020 and held it in 6 quarters. The position peaked at $748K in Q3 2021. 1,022 funds tracked by Wall St. Rank hold NEM as of Q3 2022.

Souders Financial Advisors reported no remaining Newmont position as of Q3 2022 after selling out during the quarter.
Souders Financial Advisors sold 8,064 Newmont shares in Q3 2022, an estimated $481K.
Souders Financial Advisors first reported a position in Newmont in Q4 2020 and held it in 6 quarters.
Souders Financial Advisors's Newmont position peaked at $748K in Q3 2021.
1,022 funds tracked by Wall St. Rank held Newmont as of Q3 2022.

Based on Souders Financial Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.