Newbridge Financial Services Group’s Coeur Mining CDE Stock Holding History

Newbridge Financial Services Group’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
2024 Q1	–	Sell	-30	Closed	-$98	–	1190
2023 Q4	$98	Hold	30	–	–	﹤0.01%	1089
2023 Q3	$67	Hold	30	–	–	﹤0.01%	1254
2023 Q2	$85	Hold	30	–	–	﹤0.01%	1305
2023 Q1	$120	Hold	30	–	–	﹤0.01%	1357
2022 Q4	$101	Hold	30	–	–	﹤0.01%	1399
2022 Q3	$0	Hold	30	–	–	﹤0.01%	1393
2022 Q2	$0	Sell	30 -199	-87%	-$782	﹤0.01%	1380
2022 Q1	$1K	Buy	229 +199	+663%	+$948	﹤0.01%	1359
2021 Q4	$0	Hold	30	–	–	﹤0.01%	1423
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	1234
2021 Q2	$0	Hold	30	–	–	﹤0.01%	1442
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	1241
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	1012
2020 Q3	$0	Buy	+30	New	+$226	﹤0.01%	1035

Other funds holding CDE

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

NAM

NewGen Asset Management Toronto, Ontario, Canada $243M AUM 86.06% 1-Year Est. Return

Newbridge Financial Services Group's CDE Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Coeur Mining (CDE) in Q1 2024, closing a stake of 30 shares — an estimated $98 sold.

Newbridge Financial Services Group first reported a position in CDE in Q3 2020 and held it in 14 quarters. The position peaked at $1K in Q1 2022. 178 funds tracked by Wall St. Rank hold CDE as of Q1 2024.

Newbridge Financial Services Group reported no remaining Coeur Mining position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 30 Coeur Mining shares in Q1 2024, an estimated $98.
Newbridge Financial Services Group first reported a position in Coeur Mining in Q3 2020 and held it in 14 quarters.
Newbridge Financial Services Group's Coeur Mining position peaked at $1K in Q1 2022.
178 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.