JWM
CDE icon

Jeppson Wealth Management’s Coeur Mining CDE Stock Holding History

Jeppson Wealth 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
2021
Q4 		– Sell
-33,125
Closed -$204K – 161
2021
Q3 		$204K Buy
+33,125
New +$235K 0.11% 146

Other funds holding CDE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Jeppson Wealth Management's CDE Position: Q4 2021 in Review

Jeppson Wealth Management sold out of Coeur Mining (CDE) in Q4 2021, closing a stake of 33,125 shares — an estimated $204K sold.

Jeppson Wealth Management first reported a position in CDE in Q3 2021 and held it in 1 quarter. The position peaked at $204K in Q3 2021. 211 funds tracked by Wall St. Rank hold CDE as of Q4 2021.

  • Jeppson Wealth Management reported no remaining Coeur Mining position as of Q4 2021 after selling out during the quarter.
  • Jeppson Wealth Management sold 33,125 Coeur Mining shares in Q4 2021, an estimated $204K.
  • Jeppson Wealth Management first reported a position in Coeur Mining in Q3 2021 and held it in 1 quarter.
  • Jeppson Wealth Management's Coeur Mining position peaked at $204K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2021.

Based on Jeppson Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.