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Blue Bell Private Wealth Management’s Coeur Mining CDE Stock Holding History

Blue Bell Private 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
2026
Q2 		– Sell
-727
Closed -$13.6K – 725
2026
Q1 		$13.6K Buy
727
+200
+38% +$4.35K ﹤0.01% 533
2025
Q4 		$9.4K Buy
527
+107
+25% +$1.86K ﹤0.01% 563
2025
Q3 		$7.88K Buy
+420
New +$5.14K ﹤0.01% 563

Other funds holding CDE

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Blue Bell Private Wealth Management's CDE Position: Q2 2026 in Review

Blue Bell Private Wealth Management sold out of Coeur Mining (CDE) in Q2 2026, closing a stake of 727 shares — an estimated $13.6K sold.

Blue Bell Private Wealth Management first reported a position in CDE in Q3 2025 and held it in 3 quarters. The position peaked at $13.6K in Q1 2026. 683 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • Blue Bell Private Wealth Management reported no remaining Coeur Mining position as of Q2 2026 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 727 Coeur Mining shares in Q2 2026, an estimated $13.6K.
  • Blue Bell Private Wealth Management first reported a position in Coeur Mining in Q3 2025 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's Coeur Mining position peaked at $13.6K in Q1 2026.
  • 683 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.