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WealthPlan Investment Management’s Newmont NEM Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-828
Closed -$35.3K – 274
2023
Q2 		$35.3K Buy
+828
New +$37.6K 0.01% 218
2023
Q1 		– Sell
-4,849
Closed -$234K – 525
2022
Q4 		$234K Sell
4,849
-103
-2% -$4.6K 0.02% 347
2022
Q3 		$234K Buy
+4,952
New +$231K 0.02% 328
2022
Q1 		$371K Buy
+5,096
New +$345K 0.03% 288

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPlan Investment Management's NEM Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Newmont (NEM) in Q3 2023, closing a stake of 828 shares — an estimated $35.3K sold.

WealthPlan Investment Management first reported a position in NEM in Q1 2022 and held it in 4 quarters. The position peaked at $371K in Q1 2022. 1,005 funds tracked by Wall St. Rank hold NEM as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Newmont position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 828 Newmont shares in Q3 2023, an estimated $35.3K.
  • WealthPlan Investment Management first reported a position in Newmont in Q1 2022 and held it in 4 quarters.
  • WealthPlan Investment Management's Newmont position peaked at $371K in Q1 2022.
  • 1,005 funds tracked by Wall St. Rank held Newmont as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.