KWA
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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 $5.7T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return