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Bartlett & Co Wealth Management’s Coeur Mining CDE Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CDE Stock Details CDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-550
Closed -$3.78K – 1129
2024
Q3 		$3.78K Hold
550
– – ﹤0.01% 995
2024
Q2 		$3.09K Sell
550
-500
-48% -$2.58K ﹤0.01% 1028
2024
Q1 		$3.96K Hold
1,050
– – ﹤0.01% 992
2023
Q4 		$3.49K Hold
1,050
– – ﹤0.01% 1114
2023
Q3 		$2.33K Buy
+1,050
New +$2.74K ﹤0.01% 1060

Other funds holding CDE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bartlett & Co Wealth Management's CDE Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of Coeur Mining (CDE) in Q4 2024, closing a stake of 550 shares — an estimated $3.78K sold.

Bartlett & Co Wealth Management first reported a position in CDE in Q3 2023 and held it in 5 quarters. The position peaked at $3.96K in Q1 2024. 307 funds tracked by Wall St. Rank hold CDE as of Q4 2024.

  • Bartlett & Co Wealth Management reported no remaining Coeur Mining position as of Q4 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 550 Coeur Mining shares in Q4 2024, an estimated $3.78K.
  • Bartlett & Co Wealth Management first reported a position in Coeur Mining in Q3 2023 and held it in 5 quarters.
  • Bartlett & Co Wealth Management's Coeur Mining position peaked at $3.96K in Q1 2024.
  • 307 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.