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Kingswood Wealth Advisors’s Coeur Mining CDE Stock Holding History

Kingswood Wealth Advisors’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
2025
Q3 		– Sell
-54,000
Closed -$478K – 798
2025
Q2 		$478K Hold
54,000
– – 0.04% 427
2025
Q1 		$320K Sell
54,000
-21,600
-29% -$133K 0.03% 524
2024
Q4 		$432K Buy
+75,600
New +$490K 0.03% 485
2024
Q3 		– Sell
-54,000
Closed -$303K – 679
2024
Q2 		$303K Buy
54,000
+7,000
+15% +$36.1K 0.03% 516
2024
Q1 		$177K Sell
47,000
-7,000
-13% -$20.2K 0.02% 580
2023
Q4 		$176K Buy
+54,000
New +$147K 0.02% 590

Other funds holding CDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kingswood Wealth Advisors's CDE Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Coeur Mining (CDE) in Q3 2025, closing a stake of 54,000 shares — an estimated $478K sold.

Kingswood Wealth Advisors first reported a position in CDE in Q4 2023 and held it in 6 quarters. The position peaked at $478K in Q2 2025. 433 funds tracked by Wall St. Rank hold CDE as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Coeur Mining position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 54,000 Coeur Mining shares in Q3 2025, an estimated $478K.
  • Kingswood Wealth Advisors first reported a position in Coeur Mining in Q4 2023 and held it in 6 quarters.
  • Kingswood Wealth Advisors's Coeur Mining position peaked at $478K in Q2 2025.
  • 433 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.