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Forum Financial Management’s Coeur Mining CDE Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-18,813
Closed -$335K – 447
2025
Q4 		$335K Buy
18,813
+17
+0.1% +$296 ﹤0.01% 687
2025
Q3 		$353K Buy
18,796
+81
+0.4% +$991 ﹤0.01% 643
2025
Q2 		$166K Buy
18,715
+14
+0.1% +$102 ﹤0.01% 922
2025
Q1 		$111K Buy
18,701
+2
+0% +$12 ﹤0.01% 845
2024
Q4 		$107K Buy
18,699
+6,879
+58% +$44.6K ﹤0.01% 877
2024
Q3 		$81.3K Buy
+11,820
New +$73.7K ﹤0.01% 757
2024
Q1 		– Sell
-12,307
Closed -$40.1K – 745
2023
Q4 		$40.1K Buy
+12,307
New +$33.6K ﹤0.01% 683

Other funds holding CDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Forum Financial Management's CDE Position: Q1 2026 in Review

Forum Financial Management sold out of Coeur Mining (CDE) in Q1 2026, closing a stake of 18,813 shares — an estimated $335K sold.

Forum Financial Management first reported a position in CDE in Q4 2023 and held it in 7 quarters. The position peaked at $353K in Q3 2025. 654 funds tracked by Wall St. Rank hold CDE as of Q1 2026.

  • Forum Financial Management reported no remaining Coeur Mining position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 18,813 Coeur Mining shares in Q1 2026, an estimated $335K.
  • Forum Financial Management first reported a position in Coeur Mining in Q4 2023 and held it in 7 quarters.
  • Forum Financial Management's Coeur Mining position peaked at $353K in Q3 2025.
  • 654 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.