WR Wealth Planners’s Newmont NEM Stock Holding History

WR Wealth Planners’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	$27.5K	Buy	738 +71	+11%	+$3.24K	0.01%	410
2024 Q3	$35.7K	Hold	667	–	–	0.01%	385
2024 Q2	$27.9K	Buy	667 +19	+3%	+$777	0.01%	401
2024 Q1	$23.2K	Buy	+648	New	+$22.3K	0.01%	427
2023 Q4	–	Sell	-672	Closed	-$24.8K	–	614
2023 Q3	$24.8K	Hold	672	–	–	0.01%	402
2023 Q2	$28.7K	Hold	672	–	–	0.01%	386
2023 Q1	$32.9K	Buy	+672	New	+$32.6K	0.01%	377

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

WR Wealth Planners's NEM Position: Q4 2024 in Review

WR Wealth Planners increased its Newmont (NEM) stake by 11% in Q4 2024, buying an estimated $3.24K and bringing the position to 738 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #410.

WR Wealth Planners first reported a position in NEM in Q1 2023 and has held it in 7 quarters since. The position peaked at $35.7K in Q3 2024. 1,162 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

WR Wealth Planners held 738 shares of Newmont worth $27.5K as of Q4 2024.
WR Wealth Planners bought 71 Newmont shares in Q4 2024, an estimated $3.24K.
Newmont made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #410 holding.
WR Wealth Planners first reported a position in Newmont in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Newmont position peaked at $35.7K in Q3 2024.
1,162 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.