Western Pacific Wealth Management’s Newmont NEM Stock Holding History

Western Pacific Wealth 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
2024 Q4	–	Sell	-2,113	Closed	-$113K	–	250
2024 Q3	$113K	Hold	2,113	–	–	0.08%	103
2024 Q2	$88.5K	Hold	2,113	–	–	0.07%	110
2024 Q1	$75.7K	Buy	2,113 +572	+37%	+$19.7K	0.05%	118
2023 Q4	$63.8K	Sell	1,541 -572	-27%	-$22.1K	0.05%	125
2023 Q3	$78.1K	Hold	2,113	–	–	0.06%	103
2023 Q2	$90.1K	Hold	2,113	–	–	0.07%	91
2023 Q1	$104K	Hold	2,113	–	–	0.08%	79
2022 Q4	$99.7K	Buy	2,113 +1,539	+268%	+$68.7K	0.08%	80
2022 Q3	$24K	Buy	+574	New	+$26.8K	0.02%	160

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Western Pacific Wealth Management's NEM Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Newmont (NEM) in Q4 2024, closing a stake of 2,113 shares — an estimated $113K sold.

Western Pacific Wealth Management first reported a position in NEM in Q3 2022 and held it in 9 quarters. The position peaked at $113K in Q3 2024. 1,161 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

Western Pacific Wealth Management reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 2,113 Newmont shares in Q4 2024, an estimated $113K.
Western Pacific Wealth Management first reported a position in Newmont in Q3 2022 and held it in 9 quarters.
Western Pacific Wealth Management's Newmont position peaked at $113K in Q3 2024.
1,161 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.