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UBP Investment Advisors’s Newmont NEM Stock Holding History

UBP Investment 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
-5,543
Closed -$330K – 98
2022
Q2 		$330K Sell
5,543
-14,680
-73% -$1.04M 0.13% 84
2022
Q1 		$1.61M Sell
20,223
-502
-2% -$34K 0.6% 34
2021
Q4 		$1.29M Buy
20,725
+213
+1% +$12.1K 0.47% 38
2021
Q3 		$1.11M Buy
20,512
+234
+1% +$13.8K 0.43% 51
2021
Q2 		$1.29M Buy
20,278
+5,434
+37% +$364K 0.48% 46
2021
Q1 		$890K Buy
+14,844
New +$888K 0.36% 57

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

UBP Investment Advisors's NEM Position: Q3 2022 in Review

UBP Investment Advisors sold out of Newmont (NEM) in Q3 2022, closing a stake of 5,543 shares — an estimated $330K sold.

UBP Investment Advisors first reported a position in NEM in Q1 2021 and held it in 6 quarters. The position peaked at $1.61M in Q1 2022. 1,022 funds tracked by Wall St. Rank hold NEM as of Q3 2022.

  • UBP Investment Advisors reported no remaining Newmont position as of Q3 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 5,543 Newmont shares in Q3 2022, an estimated $330K.
  • UBP Investment Advisors first reported a position in Newmont in Q1 2021 and held it in 6 quarters.
  • UBP Investment Advisors's Newmont position peaked at $1.61M in Q1 2022.
  • 1,022 funds tracked by Wall St. Rank held Newmont as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.