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Sutton Wealth Advisors’s Newmont NEM Stock Holding History

Sutton 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
2023
Q3 		$9.64K Buy
261
+29
+13% +$1.18K ﹤0.01% 478
2023
Q2 		$9.9K Sell
232
-170
-42% -$7.72K ﹤0.01% 458
2023
Q1 		$19.7K Sell
402
-1,189
-75% -$57.6K 0.01% 315
2022
Q4 		$75.1K Buy
1,591
+49
+3% +$2.19K 0.03% 298
2022
Q3 		$64.8K Buy
1,542
+61
+4% +$2.85K 0.03% 326
2022
Q2 		$88.4K Buy
1,481
+55
+4% +$3.89K 0.04% 256
2022
Q1 		$113K Buy
1,426
+26
+2% +$1.76K 0.04% 231
2021
Q4 		$86.8K Sell
1,400
-37
-3% -$2.1K 0.03% 288
2021
Q3 		$78K Sell
1,437
-48
-3% -$2.83K 0.03% 288
2021
Q2 		$94.1K Hold
1,485
– – 0.03% 260
2021
Q1 		$89.5K Buy
1,485
+9
+0.6% +$538 0.04% 258
2020
Q4 		$88.4K Buy
1,476
+37
+3% +$2.28K 0.04% 241
2020
Q3 		$91.3K Buy
1,439
+16
+1% +$1.04K 0.04% 221
2020
Q2 		$87.9K Hold
1,423
– – 0.05% 220
2020
Q1 		$64.4K Buy
1,423
+43
+3% +$1.94K 0.04% 233
2019
Q4 		$60K Buy
1,380
+7
+0.5% +$274 0.03% 278
2019
Q3 		$52.1K Buy
1,373
+27
+2% +$1.05K 0.03% 292
2019
Q2 		$51.8K Buy
1,346
+26
+2% +$879 0.03% 293
2019
Q1 		$47.2K Hold
1,320
– – 0.03% 308
2018
Q4 		$45.7K Buy
1,320
+93
+8% +$3.02K 0.03% 287
2018
Q3 		$37.1K Hold
1,227
– – 0.02% 367
2018
Q2 		$46.3K Sell
1,227
-46
-4% -$1.81K 0.03% 307
2018
Q1 		$49.7K Hold
1,273
– – 0.04% 273
2017
Q4 		$47.8K Hold
1,273
– – 0.04% 285
2017
Q3 		$47.8K Hold
1,273
– – 0.04% 278
2017
Q2 		$41.2K Buy
1,273
+58
+5% +$1.95K 0.03% 297
2017
Q1 		$40K Sell
1,215
-37
-3% -$1.29K 0.03% 300
2016
Q4 		$42.7K Hold
1,252
– – 0.04% 291
2016
Q3 		$49.2K Buy
1,252
+35
+3% +$1.45K 0.04% 259
2016
Q2 		$47.6K Hold
1,217
– – 0.04% 252
2016
Q1 		$32.3K Buy
+1,217
New +$28.2K 0.03% 320

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's NEM Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Newmont (NEM) stake by 13% in Q3 2023, buying an estimated $1.18K and bringing the position to 261 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Sutton Wealth Advisors first reported a position in NEM in Q1 2016 and has held it in 31 quarters since. The position peaked at $113K in Q1 2022. 1,006 funds tracked by Wall St. Rank hold NEM as of Q3 2023.

  • Sutton Wealth Advisors held 261 shares of Newmont worth $9.64K as of Q3 2023.
  • Sutton Wealth Advisors bought 29 Newmont shares in Q3 2023, an estimated $1.18K.
  • Newmont made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #478 holding.
  • Sutton Wealth Advisors first reported a position in Newmont in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Newmont position peaked at $113K in Q1 2022.
  • 1,006 funds tracked by Wall St. Rank held Newmont as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.