EverSource Wealth Advisors’s Coeur Mining CDE Stock Holding History

EverSource 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	$85.3K	Sell	5,226 -2,415	-32%	-$44K	﹤0.01%	1460
2026 Q1	$143K	Buy	7,641 +4,129	+118%	+$89.9K	﹤0.01%	1232
2025 Q4	$62.6K	Buy	3,512 +121	+4%	+$2.1K	﹤0.01%	1601
2025 Q3	$63.6K	Buy	3,391 +23	+0.7%	+$282	﹤0.01%	1536
2025 Q2	$29.8K	Buy	3,368 +1,435	+74%	+$10.4K	﹤0.01%	1982
2025 Q1	$11.4K	Buy	1,933 +1,608	+495%	+$9.92K	﹤0.01%	2038
2024 Q4	$1.86K	Buy	+325	New	+$2.1K	﹤0.01%	2742
2023 Q2	–	Sell	-1,729	Closed	-$5.87K	–	2508
2023 Q1	$6.9K	Hold	1,729	–	–	﹤0.01%	1526
2022 Q4	$5.81K	Hold	1,729	–	–	﹤0.01%	1543
2022 Q3	$6K	Buy	+1,729	New	+$5.13K	﹤0.01%	1280

Other funds holding CDE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

EverSource Wealth Advisors reduced its Coeur Mining (CDE) stake by 32% in Q2 2026, selling an estimated $44K and leaving 5,226 shares worth $85.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

EverSource Wealth Advisors first reported a position in CDE in Q3 2022 and has held it in 10 quarters since. The position peaked at $143K in Q1 2026. 681 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

EverSource Wealth Advisors held 5,226 shares of Coeur Mining worth $85.3K as of Q2 2026.
EverSource Wealth Advisors sold 2,415 Coeur Mining shares in Q2 2026, an estimated $44K.
Coeur Mining made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1460 holding.
EverSource Wealth Advisors first reported a position in Coeur Mining in Q3 2022 and has held it in 10 quarters since.
EverSource Wealth Advisors's Coeur Mining position peaked at $143K in Q1 2026.
681 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.