Glassman Wealth Services’s Coeur Mining CDE Stock Holding History

Glassman Wealth Services’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
2023 Q1	–	Sell	-196	Closed	-$659	–	1909
2022 Q4	$659	Buy	+196	New	+$696	﹤0.01%	1550
2022 Q2	–	Sell	-265	Closed	-$1K	–	1698
2022 Q1	$1K	Buy	265 +178	+205%	+$848	﹤0.01%	1348
2021 Q4	$0	Hold	87	–	–	﹤0.01%	1669
2021 Q3	$1K	Hold	87	–	–	﹤0.01%	1301
2021 Q2	$1K	Hold	87	–	–	﹤0.01%	1249
2021 Q1	$1K	Hold	87	–	–	﹤0.01%	1210
2020 Q4	$1K	Hold	87	–	–	﹤0.01%	1171
2020 Q3	$1K	Hold	87	–	–	﹤0.01%	1114
2020 Q2	$0	Buy	87 +80	+1,143%	+$364	﹤0.01%	1255
2020 Q1	$0	Buy	7 +2	+40%	+$10	﹤0.01%	1172
2019 Q4	$0	Hold	5	–	–	﹤0.01%	1207
2019 Q3	$0	Buy	+5	New	+$25	﹤0.01%	1081
2019 Q2	–	Sell	-122	Closed	–	–	1108
2019 Q1	$0	Buy	122 +49	+67%	+$236	﹤0.01%	1049
2018 Q4	$0	Buy	+73	New	+$345	﹤0.01%	807

Other funds holding CDE

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Glassman Wealth Services's CDE Position: Q1 2023 in Review

Glassman Wealth Services sold out of Coeur Mining (CDE) in Q1 2023, closing a stake of 196 shares — an estimated $659 sold.

Glassman Wealth Services first reported a position in CDE in Q4 2018 and held it in 14 quarters. The position peaked at $1K in Q1 2022. 194 funds tracked by Wall St. Rank hold CDE as of Q1 2023.

Glassman Wealth Services reported no remaining Coeur Mining position as of Q1 2023 after selling out during the quarter.
Glassman Wealth Services sold 196 Coeur Mining shares in Q1 2023, an estimated $659.
Glassman Wealth Services first reported a position in Coeur Mining in Q4 2018 and held it in 14 quarters.
Glassman Wealth Services's Coeur Mining position peaked at $1K in Q1 2022.
194 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.