Castle Financial & Retirement Planning Associates’s Coeur Mining CDE Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$1K	Buy	+215	New	+$1.29K	﹤0.01%	181

Other funds holding CDE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $67.7B AUM 51.91% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

JAM

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

Castle Financial & Retirement Planning Associates's CDE Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Coeur Mining (CDE) in Q4 2021: 215 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #181 among its holdings.

211 funds tracked by Wall St. Rank hold CDE as of Q4 2021.

Castle Financial & Retirement Planning Associates held 215 shares of Coeur Mining worth $1K as of Q4 2021.
Coeur Mining was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Coeur Mining made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #181 holding.
211 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.