Whalen Wealth Management’s Newmont NEM Stock Holding History

Whalen 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 Q2	–	Sell	-13,381	Closed	-$480K	–	129
2024 Q1	$480K	Buy	+13,381	New	+$461K	0.36%	50

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whalen Wealth Management's NEM Position: Q2 2024 in Review

Whalen Wealth Management sold out of Newmont (NEM) in Q2 2024, closing a stake of 13,381 shares — an estimated $480K sold.

Whalen Wealth Management first reported a position in NEM in Q1 2024 and held it in 1 quarter. The position peaked at $480K in Q1 2024. 1,125 funds tracked by Wall St. Rank hold NEM as of Q2 2024.

Whalen Wealth Management reported no remaining Newmont position as of Q2 2024 after selling out during the quarter.
Whalen Wealth Management sold 13,381 Newmont shares in Q2 2024, an estimated $480K.
Whalen Wealth Management first reported a position in Newmont in Q1 2024 and held it in 1 quarter.
Whalen Wealth Management's Newmont position peaked at $480K in Q1 2024.
1,125 funds tracked by Wall St. Rank held Newmont as of Q2 2024.

Based on Whalen Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.