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Wealthspire Advisors (Maryland)’s Newmont NEM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$474K Buy
7,468
+1,691
+29% +$110K 0.02% 284
2020
Q2 		$357K Sell
5,777
-180
-3% -$10.7K 0.03% 312
2020
Q1 		$270K Buy
5,957
+47
+0.8% +$2.12K 0.02% 324
2019
Q4 		$257K Buy
5,910
+244
+4% +$9.54K 0.02% 415
2019
Q3 		$215K Buy
5,666
+302
+6% +$11.7K 0.02% 419
2019
Q2 		$206K Buy
5,364
+447
+9% +$15.1K 0.02% 436
2019
Q1 		$176K Buy
4,917
+830
+20% +$28.1K 0.01% 466
2018
Q4 		$142K Buy
4,087
+1,086
+36% +$35.2K 0.01% 499
2018
Q3 		$91K Sell
3,001
-636
-17% -$21.5K 0.01% 731
2018
Q2 		$137K Buy
3,637
+204
+6% +$8.02K 0.01% 582
2018
Q1 		$134K Sell
3,433
-141
-4% -$5.44K 0.01% 597
2017
Q4 		$134K Buy
3,574
+752
+27% +$27.7K 0.01% 610
2017
Q3 		$106K Buy
2,822
+165
+6% +$5.99K 0.01% 684
2017
Q2 		$86K Buy
2,657
+1,613
+155% +$54.3K 0.01% 746
2017
Q1 		$34K Buy
1,044
+425
+69% +$14.8K ﹤0.01% 918
2016
Q4 		$21K Sell
619
-146
-19% -$4.99K ﹤0.01% 1010
2016
Q3 		$30K Buy
765
+129
+20% +$5.35K ﹤0.01% 932
2016
Q2 		$25K Buy
636
+111
+21% +$3.67K ﹤0.01% 926
2016
Q1 		$14K Buy
525
+215
+69% +$4.98K ﹤0.01% 1105
2015
Q4 		$6K Buy
+310
New +$5.7K ﹤0.01% 1312

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NEM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Newmont (NEM) stake by 29% in Q3 2020, buying an estimated $110K and bringing the position to 7,468 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #284.

Wealthspire Advisors (Maryland) first reported a position in NEM in Q4 2015 and has held it in 20 quarters since. 964 funds tracked by Wall St. Rank hold NEM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,468 shares of Newmont worth $474K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,691 Newmont shares in Q3 2020, an estimated $110K.
  • Newmont made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #284 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Newmont in Q4 2015 and has held it in 20 quarters since.
  • 964 funds tracked by Wall St. Rank held Newmont as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.