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Strait & Sound Wealth Management’s Newmont NEM Stock Holding History

Strait & Sound 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
Q2 		– Sell
-5,638
Closed -$220K – 155
2024
Q1 		$220K Sell
5,638
-430
-7% -$14.8K 0.12% 121
2023
Q4 		$211K Sell
6,068
-1,190
-16% -$45.9K 0.13% 121
2023
Q3 		$268K Hold
7,258
– – 0.23% 99
2023
Q2 		$310K Buy
+7,258
New +$329K 0.31% 71

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strait & Sound Wealth Management's NEM Position: Q2 2024 in Review

Strait & Sound Wealth Management sold out of Newmont (NEM) in Q2 2024, closing a stake of 5,638 shares — an estimated $220K sold.

Strait & Sound Wealth Management first reported a position in NEM in Q2 2023 and held it in 4 quarters. The position peaked at $310K in Q2 2023. 1,125 funds tracked by Wall St. Rank hold NEM as of Q2 2024.

  • Strait & Sound Wealth Management reported no remaining Newmont position as of Q2 2024 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 5,638 Newmont shares in Q2 2024, an estimated $220K.
  • Strait & Sound Wealth Management first reported a position in Newmont in Q2 2023 and held it in 4 quarters.
  • Strait & Sound Wealth Management's Newmont position peaked at $310K in Q2 2023.
  • 1,125 funds tracked by Wall St. Rank held Newmont as of Q2 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.