Waller Financial Planning Group’s Newmont NEM Stock Holding History

Waller Financial Planning Group’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
2025 Q1	–	Sell	-5,858	Closed	-$218K	–	74
2024 Q4	$218K	Buy	+5,858	New	+$267K	0.05%	66

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Norges Bank Oslo, Norway $935B AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Waller Financial Planning Group's NEM Position: Q1 2025 in Review

Waller Financial Planning Group sold out of Newmont (NEM) in Q1 2025, closing a stake of 5,858 shares — an estimated $218K sold.

Waller Financial Planning Group first reported a position in NEM in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 1,229 funds tracked by Wall St. Rank hold NEM as of Q1 2025.

Waller Financial Planning Group reported no remaining Newmont position as of Q1 2025 after selling out during the quarter.
Waller Financial Planning Group sold 5,858 Newmont shares in Q1 2025, an estimated $218K.
Waller Financial Planning Group first reported a position in Newmont in Q4 2024 and held it in 1 quarter.
Waller Financial Planning Group's Newmont position peaked at $218K in Q4 2024.
1,229 funds tracked by Wall St. Rank held Newmont as of Q1 2025.

Based on Waller Financial Planning Group's 13F filing for Q1 2025, filed 2 Apr 2025.