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Western Financial Corp’s Newmont NEM Stock Holding History

Western Financial Corp’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
Q3 		– Sell
-10,685
Closed -$677K – 94
2021
Q2 		$677K Buy
10,685
+593
+6% +$39.7K 0.37% 45
2021
Q1 		$608K Buy
10,092
+1,922
+24% +$115K 0.37% 47
2020
Q4 		$489K Buy
+8,170
New +$503K 0.32% 47

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Western Financial Corp's NEM Position: Q3 2021 in Review

Western Financial Corp sold out of Newmont (NEM) in Q3 2021, closing a stake of 10,685 shares — an estimated $677K sold.

Western Financial Corp first reported a position in NEM in Q4 2020 and held it in 3 quarters. The position peaked at $677K in Q2 2021. 1,015 funds tracked by Wall St. Rank hold NEM as of Q3 2021.

  • Western Financial Corp reported no remaining Newmont position as of Q3 2021 after selling out during the quarter.
  • Western Financial Corp sold 10,685 Newmont shares in Q3 2021, an estimated $677K.
  • Western Financial Corp first reported a position in Newmont in Q4 2020 and held it in 3 quarters.
  • Western Financial Corp's Newmont position peaked at $677K in Q2 2021.
  • 1,015 funds tracked by Wall St. Rank held Newmont as of Q3 2021.

Based on Western Financial Corp's 13F filing for Q3 2021, filed 22 Oct 2021.