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Focused Wealth Management’s Coeur Mining CDE Stock Holding History

Focused Wealth Management’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
-6
Closed -$2.46K – 320
2023
Q4 		$2.46K Hold
6
– – ﹤0.01% 746
2023
Q3 		$557 Sell
6
-4
-40% -$10 ﹤0.01% 907
2023
Q2 		$1.27K Sell
10
-990
-99% -$3.36K ﹤0.01% 853
2023
Q1 		$977 Buy
1,000
+998
+49,900% +$3.46K ﹤0.01% 872
2022
Q4 		$166 Sell
2
-20,998
-100% -$74.6K ﹤0.01% 1024
2022
Q3 		$21K Buy
21,000
+20,993
+299,900% +$62.3K ﹤0.01% 387
2022
Q2 		$2K Sell
7
-22
-76% -$86 ﹤0.01% 723
2022
Q1 		$3K Sell
29
-71
-71% -$338 ﹤0.01% 737
2021
Q4 		$0 Buy
+100
New +$601 ﹤0.01% 995
2019
Q2 		– Sell
-10
Closed – – 735
2019
Q1 		$0 Hold
10
– – ﹤0.01% 703
2018
Q4 		$0 Hold
10
– – ﹤0.01% 692
2018
Q3 		$0 Hold
10
– – ﹤0.01% 661
2018
Q2 		$0 Hold
10
– – ﹤0.01% 675
2018
Q1 		$0 Hold
10
– – ﹤0.01% 697
2017
Q4 		$0 Hold
10
– – ﹤0.01% 686
2017
Q3 		$0 Hold
10
– – ﹤0.01% 657
2017
Q2 		$0 Hold
10
– – ﹤0.01% 702
2017
Q1 		$0 Hold
10
– – ﹤0.01% 692
2016
Q4 		$0 Hold
10
– – ﹤0.01% 690
2016
Q3 		$0 Hold
10
– – ﹤0.01% 662
2016
Q2 		$0 Hold
10
– – ﹤0.01% 671
2016
Q1 		$0 Hold
10
– – ﹤0.01% 660
2015
Q4 		$0 Sell
10
-100
-91% -$273 ﹤0.01% 677
2015
Q3 		$0 Hold
110
– – ﹤0.01% 681
2015
Q2 		$0 Buy
110
+100
+1,000% +$548 ﹤0.01% 665
2015
Q1 		$0 Hold
10
– – ﹤0.01% 676
2014
Q4 		$0 Sell
10
-100
-91% -$446 ﹤0.01% 664
2014
Q3 		$0 Buy
110
+100
+1,000% +$769 ﹤0.01% 689
2014
Q2 		$0 Buy
+10
New +$82 ﹤0.01% 669

Other funds holding CDE

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
NAM
NewGen Asset Management Toronto, Ontario, Canada $243M AUM 86.06% 1-Year Est. Return

Focused Wealth Management's CDE Position: Q1 2024 in Review

Focused Wealth Management sold out of Coeur Mining (CDE) in Q1 2024, closing a stake of 6 shares — an estimated $2.46K sold.

Focused Wealth Management first reported a position in CDE in Q2 2014 and held it in 29 quarters. The position peaked at $21K in Q3 2022. 178 funds tracked by Wall St. Rank hold CDE as of Q1 2024.

  • Focused Wealth Management reported no remaining Coeur Mining position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 6 Coeur Mining shares in Q1 2024, an estimated $2.46K.
  • Focused Wealth Management first reported a position in Coeur Mining in Q2 2014 and held it in 29 quarters.
  • Focused Wealth Management's Coeur Mining position peaked at $21K in Q3 2022.
  • 178 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.