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Wealthstreet Investment Advisors’s Newmont NEM Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-70,793
Closed -$4.27M – 247
2021
Q1 		$4.27M Buy
70,793
+20,321
+40% +$1.22M 0.42% 58
2020
Q4 		$3.02M Buy
50,472
+9,408
+23% +$580K 0.31% 75
2020
Q3 		$2.6M Buy
41,064
+150
+0.4% +$9.78K 0.29% 79
2020
Q2 		$2.53M Buy
40,914
+10,800
+36% +$639K 0.31% 71
2020
Q1 		$1.36M Buy
30,114
+1,071
+4% +$48.3K 0.2% 106
2019
Q4 		$1.26M Hold
29,043
– – 0.15% 133
2019
Q3 		$1.13M Buy
29,043
+12,375
+74% +$481K 0.14% 127
2019
Q2 		$641K Buy
16,668
+618
+4% +$20.9K 0.08% 189
2019
Q1 		$574K Buy
+16,050
New +$544K 0.08% 202

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's NEM Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Newmont (NEM) in Q2 2021, closing a stake of 70,793 shares — an estimated $4.27M sold.

Wealthstreet Investment Advisors first reported a position in NEM in Q1 2019 and held it in 9 quarters. The position peaked at $4.27M in Q1 2021. 1,053 funds tracked by Wall St. Rank hold NEM as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Newmont position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 70,793 Newmont shares in Q2 2021, an estimated $4.27M.
  • Wealthstreet Investment Advisors first reported a position in Newmont in Q1 2019 and held it in 9 quarters.
  • Wealthstreet Investment Advisors's Newmont position peaked at $4.27M in Q1 2021.
  • 1,053 funds tracked by Wall St. Rank held Newmont as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.