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Cary Street Partners Investment Advisory’s Coeur Mining CDE Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-2,000
Closed -$4.44K – 805
2023
Q3 		$4.44K Hold
2,000
– – ﹤0.01% 1524
2023
Q2 		$5.68K Hold
2,000
– – ﹤0.01% 1377
2023
Q1 		$7.98K Hold
2,000
– – ﹤0.01% 1208
2022
Q4 		$6.72K Buy
+2,000
New +$7.11K ﹤0.01% 1249

Other funds holding CDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's CDE Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Coeur Mining (CDE) in Q4 2023, closing a stake of 2,000 shares — an estimated $4.44K sold.

Cary Street Partners Investment Advisory first reported a position in CDE in Q4 2022 and held it in 4 quarters. The position peaked at $7.98K in Q1 2023. 190 funds tracked by Wall St. Rank hold CDE as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Coeur Mining position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,000 Coeur Mining shares in Q4 2023, an estimated $4.44K.
  • Cary Street Partners Investment Advisory first reported a position in Coeur Mining in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Coeur Mining position peaked at $7.98K in Q1 2023.
  • 190 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.