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TrinityPoint Wealth’s Newmont NEM Stock Holding History

TrinityPoint 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
2022
Q4 		– Sell
-17,430
Closed -$733K – 291
2022
Q3 		$733K Buy
17,430
+940
+6% +$43.9K 0.17% 131
2022
Q2 		$984K Hold
16,490
– – 0.22% 103
2022
Q1 		$1.31M Buy
16,490
+2,162
+15% +$146K 0.24% 92
2021
Q4 		$889K Sell
14,328
-1,658
-10% -$94K 0.16% 124
2021
Q3 		$868K Buy
15,986
+159
+1% +$9.38K 0.17% 127
2021
Q2 		$1M Buy
15,827
+1,062
+7% +$71.2K 0.21% 108
2021
Q1 		$890K Buy
14,765
+3,019
+26% +$181K 0.21% 107
2020
Q4 		$722K Buy
+11,746
New +$724K 0.17% 116

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrinityPoint Wealth's NEM Position: Q4 2022 in Review

TrinityPoint Wealth sold out of Newmont (NEM) in Q4 2022, closing a stake of 17,430 shares — an estimated $733K sold.

TrinityPoint Wealth first reported a position in NEM in Q4 2020 and held it in 8 quarters. The position peaked at $1.31M in Q1 2022. 1,078 funds tracked by Wall St. Rank hold NEM as of Q4 2022.

  • TrinityPoint Wealth reported no remaining Newmont position as of Q4 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 17,430 Newmont shares in Q4 2022, an estimated $733K.
  • TrinityPoint Wealth first reported a position in Newmont in Q4 2020 and held it in 8 quarters.
  • TrinityPoint Wealth's Newmont position peaked at $1.31M in Q1 2022.
  • 1,078 funds tracked by Wall St. Rank held Newmont as of Q4 2022.

Based on TrinityPoint Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.