WAS
NEM icon

WESPAC Advisors SoCal’s Newmont NEM Stock Holding History

WESPAC Advisors SoCal’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
-131,166
Closed -$7.83M – 79
2022
Q2 		$7.83M Sell
131,166
-1,976
-1% -$140K 2.99% 11
2022
Q1 		$10.6M Buy
133,142
+695
+0.5% +$47K 3.26% 8
2021
Q4 		$8.12M Sell
132,447
-3,796
-3% -$215K 2.48% 17
2021
Q3 		$7.33M Sell
136,243
-2,245
-2% -$132K 2.4% 17
2021
Q2 		$8.78M Buy
138,488
+28,328
+26% +$1.9M 2.91% 11
2021
Q1 		$6.64M Sell
110,160
-3,955
-3% -$237K 2.6% 16
2020
Q4 		$6.83M Buy
114,115
+985
+0.9% +$60.7K 2.71% 15
2020
Q3 		$7.11M Buy
113,130
+3,165
+3% +$206K 3.38% 11
2020
Q2 		$6.8M Sell
109,965
-3,450
-3% -$204K 3.15% 10
2020
Q1 		$6.72M Buy
+113,415
New +$5.12M 3.72% 9

Other funds holding NEM

BlackRock
BlackRock New York $5.7T 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return