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Carolina Wealth Advisors’s Coeur Mining CDE Stock Holding History

Carolina Wealth Advisors’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
-538
Closed -$10.1K – 280
2026
Q1 		$10.1K Buy
+538
New +$11.7K ﹤0.01% 178

Other funds holding CDE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Carolina Wealth Advisors's CDE Position: Q2 2026 in Review

Carolina Wealth Advisors sold out of Coeur Mining (CDE) in Q2 2026, closing a stake of 538 shares — an estimated $10.1K sold.

Carolina Wealth Advisors first reported a position in CDE in Q1 2026 and held it in 1 quarter. The position peaked at $10.1K in Q1 2026. 67 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • Carolina Wealth Advisors reported no remaining Coeur Mining position as of Q2 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 538 Coeur Mining shares in Q2 2026, an estimated $10.1K.
  • Carolina Wealth Advisors first reported a position in Coeur Mining in Q1 2026 and held it in 1 quarter.
  • Carolina Wealth Advisors's Coeur Mining position peaked at $10.1K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.