Gradient Investments’s Coeur Mining CDE Stock Holding History

Gradient Investments’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 Q4	–	Sell	-1,800	Closed	-$4K	–	1845
2023 Q3	$4K	Buy	+1,800	New	+$4.69K	﹤0.01%	1006

Other funds holding CDE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's CDE Position: Q4 2023 in Review

Gradient Investments sold out of Coeur Mining (CDE) in Q4 2023, closing a stake of 1,800 shares — an estimated $4K sold.

Gradient Investments first reported a position in CDE in Q3 2023 and held it in 1 quarter. The position peaked at $4K in Q3 2023. 190 funds tracked by Wall St. Rank hold CDE as of Q4 2023.

Gradient Investments reported no remaining Coeur Mining position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 1,800 Coeur Mining shares in Q4 2023, an estimated $4K.
Gradient Investments first reported a position in Coeur Mining in Q3 2023 and held it in 1 quarter.
Gradient Investments's Coeur Mining position peaked at $4K in Q3 2023.
190 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.