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Monograph Wealth Advisors’s Coeur Mining CDE Stock Holding History

Monograph 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
Q4 		– Sell
-12,161
Closed -$228K – 137
2025
Q3 		$228K Hold
12,161
– – 0.02% 133
2025
Q2 		$108K Hold
12,161
– – 0.01% 125
2025
Q1 		$72K Buy
+12,161
New +$75K 0.01% 113

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 $3.37T AUM 44.26% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Monograph Wealth Advisors's CDE Position: Q4 2025 in Review

Monograph Wealth Advisors sold out of Coeur Mining (CDE) in Q4 2025, closing a stake of 12,161 shares — an estimated $228K sold.

Monograph Wealth Advisors first reported a position in CDE in Q1 2025 and held it in 3 quarters. The position peaked at $228K in Q3 2025. 515 funds tracked by Wall St. Rank hold CDE as of Q4 2025.

  • Monograph Wealth Advisors reported no remaining Coeur Mining position as of Q4 2025 after selling out during the quarter.
  • Monograph Wealth Advisors sold 12,161 Coeur Mining shares in Q4 2025, an estimated $228K.
  • Monograph Wealth Advisors first reported a position in Coeur Mining in Q1 2025 and held it in 3 quarters.
  • Monograph Wealth Advisors's Coeur Mining position peaked at $228K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2025.

Based on Monograph Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.