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Evoke Wealth’s Coeur Mining CDE Stock Holding History

Evoke Wealth’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
2024
Q1 		– Sell
-19,530
Closed -$63.7K – 402
2023
Q4 		$63.7K Buy
+19,530
New +$53.3K 0.1% 88
2020
Q2 		– Sell
-376
Closed -$1.21K – 1082
2020
Q1 		$1.21K Buy
+376
New +$1.96K ﹤0.01% 898

Other funds holding CDE

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NAM
NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return

Evoke Wealth's CDE Position: Q1 2024 in Review

Evoke Wealth sold out of Coeur Mining (CDE) in Q1 2024, closing a stake of 19,530 shares — an estimated $63.7K sold.

Evoke Wealth first reported a position in CDE in Q1 2020 and held it in 2 quarters. The position peaked at $63.7K in Q4 2023. 177 funds tracked by Wall St. Rank hold CDE as of Q1 2024.

  • Evoke Wealth reported no remaining Coeur Mining position as of Q1 2024 after selling out during the quarter.
  • Evoke Wealth sold 19,530 Coeur Mining shares in Q1 2024, an estimated $63.7K.
  • Evoke Wealth first reported a position in Coeur Mining in Q1 2020 and held it in 2 quarters.
  • Evoke Wealth's Coeur Mining position peaked at $63.7K in Q4 2023.
  • 177 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2024.

Based on Evoke Wealth's 13F filing for Q1 2024, filed 15 May 2024.