Halpern Financial’s Coeur Mining CDE Stock Holding History

Halpern Financial’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
2022 Q3	–	Sell	-28	Closed	-$85	–	232
2022 Q2	$85	Buy	+28	New	+$110	﹤0.01%	311

Other funds holding CDE

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

BlackRock New York $5.72T AUM 30.48% 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

JAM

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

Halpern Financial's CDE Position: Q3 2022 in Review

Halpern Financial sold out of Coeur Mining (CDE) in Q3 2022, closing a stake of 28 shares — an estimated $85 sold.

Halpern Financial first reported a position in CDE in Q2 2022 and held it in 1 quarter. The position peaked at $85 in Q2 2022. 186 funds tracked by Wall St. Rank hold CDE as of Q3 2022.

Halpern Financial reported no remaining Coeur Mining position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 28 Coeur Mining shares in Q3 2022, an estimated $85.
Halpern Financial first reported a position in Coeur Mining in Q2 2022 and held it in 1 quarter.
Halpern Financial's Coeur Mining position peaked at $85 in Q2 2022.
186 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.