Belpointe Asset Management’s Coeur Mining CDE Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-501	Closed	-$2K	–	1022
2023 Q1	$2K	Hold	501	–	–	﹤0.01%	3304
2022 Q4	$1.68K	Buy	+501	New	+$1.78K	﹤0.01%	3315

Other funds holding CDE

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

VanEck Associates New York $133B AUM 72.99% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Belpointe Asset Management's CDE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Coeur Mining (CDE) in Q2 2023, closing a stake of 501 shares — an estimated $2K sold.

Belpointe Asset Management first reported a position in CDE in Q4 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2023. 191 funds tracked by Wall St. Rank hold CDE as of Q2 2023.

Belpointe Asset Management reported no remaining Coeur Mining position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 501 Coeur Mining shares in Q2 2023, an estimated $2K.
Belpointe Asset Management first reported a position in Coeur Mining in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Coeur Mining position peaked at $2K in Q1 2023.
191 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.