Patriot Financial Group Insurance Agency’s Coeur Mining CDE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-100	Closed	–	–	639
2022 Q2	$0	Hold	100	–	–	﹤0.01%	2028
2022 Q1	$0	Hold	100	–	–	﹤0.01%	2062
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	2017
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	2033
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	1961
2021 Q1	$1K	Hold	100	–	–	﹤0.01%	1860
2020 Q4	$1K	Hold	100	–	–	﹤0.01%	1726
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	1527
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	1489
2020 Q1	$0	Hold	100	–	–	﹤0.01%	1576
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	1177
2019 Q3	$0	Buy	+100	New	+$496	﹤0.01%	1315
2017 Q2	–	Sell	-840	Closed	-$7K	–	918
2017 Q1	$7K	Buy	+840	New	+$8.01K	0.01%	552

Other funds holding CDE

VanEck Associates New York $133B AUM 72.99% 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 $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JAM

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

Patriot Financial Group Insurance Agency's CDE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Coeur Mining (CDE) in Q3 2022, closing a stake of 100 shares.

Patriot Financial Group Insurance Agency first reported a position in CDE in Q1 2017 and held it in 13 quarters. The position peaked at $7K in Q1 2017. 186 funds tracked by Wall St. Rank hold CDE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Coeur Mining position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 100 Coeur Mining shares in Q3 2022.
Patriot Financial Group Insurance Agency first reported a position in Coeur Mining in Q1 2017 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's Coeur Mining position peaked at $7K in Q1 2017.
186 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.