Westshore Wealth’s Newmont NEM Stock Holding History

Westshore Wealth’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	-3,749	Closed	-$224K	–	100
2022 Q2	$224K	Buy	3,749 +51	+1%	+$3.61K	0.15%	83
2022 Q1	$294K	Buy	3,698 +2	+0.1%	+$135	0.2%	63
2021 Q4	$229K	Sell	3,696 -6,298	-63%	-$357K	0.16%	78
2021 Q3	$543K	Sell	9,994 -334	-3%	-$19.7K	0.44%	31
2021 Q2	$655K	Buy	10,328 +134	+1%	+$8.98K	0.34%	45
2021 Q1	$614K	Buy	+10,194	New	+$610K	0.35%	44
2019 Q4	$575K	Buy	+13,242	New	+$518K	0.63%	28

Other funds holding NEM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

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

Westshore Wealth's NEM Position: Q3 2022 in Review

Westshore Wealth sold out of Newmont (NEM) in Q3 2022, closing a stake of 3,749 shares — an estimated $224K sold.

Westshore Wealth first reported a position in NEM in Q4 2019 and held it in 7 quarters. The position peaked at $655K in Q2 2021. 1,022 funds tracked by Wall St. Rank hold NEM as of Q3 2022.

Westshore Wealth reported no remaining Newmont position as of Q3 2022 after selling out during the quarter.
Westshore Wealth sold 3,749 Newmont shares in Q3 2022, an estimated $224K.
Westshore Wealth first reported a position in Newmont in Q4 2019 and held it in 7 quarters.
Westshore Wealth's Newmont position peaked at $655K in Q2 2021.
1,022 funds tracked by Wall St. Rank held Newmont as of Q3 2022.

Based on Westshore Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.