Wealth Advisory Solutions’s Newmont NEM Stock Holding History

Wealth Advisory Solutions’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	-58,903	Closed	-$2.78M	–	135
2022 Q4	$2.78M	Sell	58,903 -120,402	-67%	-$5.38M	0.75%	40
2022 Q3	$7.54M	Buy	179,305 +17,462	+11%	+$816K	2.08%	12
2022 Q2	$9.66M	Sell	161,843 -32,207	-17%	-$2.28M	2.38%	7
2022 Q1	$15.4M	Buy	+194,050	New	+$13.1M	3.21%	4
2021 Q3	$4.85M	Buy	+89,363	New	+$5.27M	1.08%	27

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

Wealth Advisory Solutions's NEM Position: Q1 2023 in Review

Wealth Advisory Solutions sold out of Newmont (NEM) in Q1 2023, closing a stake of 58,903 shares — an estimated $2.78M sold.

Wealth Advisory Solutions first reported a position in NEM in Q3 2021 and held it in 5 quarters. The position peaked at $15.4M in Q1 2022. 1,079 funds tracked by Wall St. Rank hold NEM as of Q1 2023.

Wealth Advisory Solutions reported no remaining Newmont position as of Q1 2023 after selling out during the quarter.
Wealth Advisory Solutions sold 58,903 Newmont shares in Q1 2023, an estimated $2.78M.
Wealth Advisory Solutions first reported a position in Newmont in Q3 2021 and held it in 5 quarters.
Wealth Advisory Solutions's Newmont position peaked at $15.4M in Q1 2022.
1,079 funds tracked by Wall St. Rank held Newmont as of Q1 2023.

Based on Wealth Advisory Solutions's 13F filing for Q1 2023, filed 15 May 2023.