Heritage Wealth Management (Arizona)’s Coeur Mining CDE Stock Holding History

Heritage Wealth Management (Arizona)’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
2021 Q3	$4K	Buy	+650	New	+$4.62K	﹤0.01%	747

Other funds holding CDE

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of New York Mellon New York $544B AUM 28.31% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CDE Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) opened a new position in Coeur Mining (CDE) in Q3 2021: 650 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings.

202 funds tracked by Wall St. Rank hold CDE as of Q3 2021.

Heritage Wealth Management (Arizona) held 650 shares of Coeur Mining worth $4K as of Q3 2021.
Coeur Mining was a new Heritage Wealth Management (Arizona) position in Q3 2021.
Coeur Mining made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #747 holding.
202 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.