Walter & Keenan Wealth Management’s Newmont NEM Stock Holding History

Walter & Keenan Wealth Management’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	-4,040	Closed	-$241K	–	141
2022 Q2	$241K	Buy	4,040 +500	+14%	+$35.4K	0.1%	132
2022 Q1	$281K	Buy	+3,540	New	+$239K	0.1%	127

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

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

Walter & Keenan Wealth Management's NEM Position: Q3 2022 in Review

Walter & Keenan Wealth Management sold out of Newmont (NEM) in Q3 2022, closing a stake of 4,040 shares — an estimated $241K sold.

Walter & Keenan Wealth Management first reported a position in NEM in Q1 2022 and held it in 2 quarters. The position peaked at $281K in Q1 2022. 1,022 funds tracked by Wall St. Rank hold NEM as of Q3 2022.

Walter & Keenan Wealth Management reported no remaining Newmont position as of Q3 2022 after selling out during the quarter.
Walter & Keenan Wealth Management sold 4,040 Newmont shares in Q3 2022, an estimated $241K.
Walter & Keenan Wealth Management first reported a position in Newmont in Q1 2022 and held it in 2 quarters.
Walter & Keenan Wealth Management's Newmont position peaked at $281K in Q1 2022.
1,022 funds tracked by Wall St. Rank held Newmont as of Q3 2022.

Based on Walter & Keenan Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.