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Nvest Wealth Strategies’s Coeur Mining CDE Stock Holding History

Nvest Wealth Strategies’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
Q2 		– Sell
-13
Closed -$245 – 367
2026
Q1 		$245 Buy
+13
New +$283 ﹤0.01% 375

Other funds holding CDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nvest Wealth Strategies's CDE Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Coeur Mining (CDE) in Q2 2026, closing a stake of 13 shares — an estimated $245 sold.

Nvest Wealth Strategies first reported a position in CDE in Q1 2026 and held it in 1 quarter. The position peaked at $245 in Q1 2026. 313 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Coeur Mining position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 13 Coeur Mining shares in Q2 2026, an estimated $245.
  • Nvest Wealth Strategies first reported a position in Coeur Mining in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Coeur Mining position peaked at $245 in Q1 2026.
  • 313 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.