Valmark Advisers’s Newmont NEM Stock Holding History

Valmark Advisers’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	-4,238	Closed	-$200K	–	480
2022 Q4	$200K	Buy	+4,238	New	+$189K	﹤0.01%	438

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

Valmark Advisers's NEM Position: Q1 2023 in Review

Valmark Advisers sold out of Newmont (NEM) in Q1 2023, closing a stake of 4,238 shares — an estimated $200K sold.

Valmark Advisers first reported a position in NEM in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 1,079 funds tracked by Wall St. Rank hold NEM as of Q1 2023.

Valmark Advisers reported no remaining Newmont position as of Q1 2023 after selling out during the quarter.
Valmark Advisers sold 4,238 Newmont shares in Q1 2023, an estimated $200K.
Valmark Advisers first reported a position in Newmont in Q4 2022 and held it in 1 quarter.
Valmark Advisers's Newmont position peaked at $200K in Q4 2022.
1,079 funds tracked by Wall St. Rank held Newmont as of Q1 2023.

Based on Valmark Advisers's 13F filing for Q1 2023, filed 2 May 2023.