Surience Private Wealth’s Newmont NEM Stock Holding History

Surience Private Wealth’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
2023 Q1	–	Sell	-52,938	Closed	-$2.5M	–	23
2022 Q4	$2.5M	Buy	+52,938	New	+$2.36M	3.32%	16

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Surience Private Wealth's NEM Position: Q1 2023 in Review

Surience Private Wealth sold out of Newmont (NEM) in Q1 2023, closing a stake of 52,938 shares — an estimated $2.5M sold.

Surience Private Wealth first reported a position in NEM in Q4 2022 and held it in 1 quarter. The position peaked at $2.5M in Q4 2022. 1,079 funds tracked by Wall St. Rank hold NEM as of Q1 2023.

Surience Private Wealth reported no remaining Newmont position as of Q1 2023 after selling out during the quarter.
Surience Private Wealth sold 52,938 Newmont shares in Q1 2023, an estimated $2.5M.
Surience Private Wealth first reported a position in Newmont in Q4 2022 and held it in 1 quarter.
Surience Private Wealth's Newmont position peaked at $2.5M in Q4 2022.
1,079 funds tracked by Wall St. Rank held Newmont as of Q1 2023.

Based on Surience Private Wealth's 13F filing for Q1 2023, filed 4 May 2023.