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Moneta Group Investment Advisors’s Coeur Mining CDE Stock Holding History

Moneta Group Investment 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
2026
Q1 		$550K Sell
29,291
-1,824
-6% -$39.7K ﹤0.01% 489
2025
Q4 		$555K Sell
31,115
-920
-3% -$16K ﹤0.01% 470
2025
Q3 		$601K Sell
32,035
-18,095
-36% -$221K ﹤0.01% 447
2025
Q2 		$444K Sell
50,130
-21,112
-30% -$154K 0.01% 461
2025
Q1 		$422K Sell
71,242
-1,680
-2% -$10.4K 0.01% 453
2024
Q4 		$417K Hold
72,922
– – 0.01% 452
2024
Q3 		$502K Sell
72,922
-16,600
-19% -$103K 0.01% 404
2024
Q2 		$503K Sell
89,522
-50,000
-36% -$258K 0.01% 387
2024
Q1 		$526K Hold
139,522
– – 0.01% 369
2023
Q4 		$455K Sell
139,522
-60,000
-30% -$164K 0.01% 355
2023
Q3 		$443K Hold
199,522
– – 0.01% 342
2023
Q2 		$567K Buy
199,522
+28,169
+16% +$95.7K 0.01% 298
2023
Q1 		$684K Buy
171,353
+23,346
+16% +$81K 0.02% 266
2022
Q4 		$576K Sell
148,007
-23,338
-14% -$82.9K 0.02% 272
2022
Q3 		$586K Sell
171,345
-7,931
-4% -$23.5K 0.02% 255
2022
Q2 		$545K Buy
179,276
+25,793
+17% +$101K 0.02% 293
2022
Q1 		$683K Sell
153,483
-88
-0.1% -$419 0.03% 252
2021
Q4 		$774K Sell
153,571
-76
-0% -$457 0.03% 239
2021
Q3 		$948K Buy
+153,647
New +$1.09M 0.04% 199

Other funds holding CDE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Moneta Group Investment Advisors's CDE Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Coeur Mining (CDE) stake by 5.9% in Q1 2026, selling an estimated $39.7K and leaving 29,291 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Moneta Group Investment Advisors first reported a position in CDE in Q3 2021 and has held it in 19 quarters since. The position peaked at $948K in Q3 2021. 647 funds tracked by Wall St. Rank hold CDE as of Q1 2026.

  • Moneta Group Investment Advisors held 29,291 shares of Coeur Mining worth $550K as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,824 Coeur Mining shares in Q1 2026, an estimated $39.7K.
  • Coeur Mining made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #489 holding.
  • Moneta Group Investment Advisors first reported a position in Coeur Mining in Q3 2021 and has held it in 19 quarters since.
  • Moneta Group Investment Advisors's Coeur Mining position peaked at $948K in Q3 2021.
  • 647 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.