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Sheets Smith Wealth Management’s Coeur Mining CDE Stock Holding History

Sheets Smith Wealth Management’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
Q3 		$1.4M Sell
79,701
-40
-0.1% -$726 0.15% 142
2026
Q2 		$1.3M Hold
79,741
– – 0.13% 159
2026
Q1 		$1.5M Buy
+79,741
New +$1.74M 0.17% 126

Other funds holding CDE

TCMG
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return

Sheets Smith Wealth Management's CDE Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its Coeur Mining (CDE) stake by 0.05% in Q3 2026, selling an estimated $726 and leaving 79,701 shares worth $1.4M. The position accounts for 0.15% of the portfolio, ranked #142.

Sheets Smith Wealth Management first reported a position in CDE in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.5M in Q1 2026. 64 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

  • Sheets Smith Wealth Management held 79,701 shares of Coeur Mining worth $1.4M as of Q3 2026.
  • Sheets Smith Wealth Management sold 40 Coeur Mining shares in Q3 2026, an estimated $726.
  • Coeur Mining made up 0.15% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #142 holding.
  • Sheets Smith Wealth Management first reported a position in Coeur Mining in Q1 2026 and has held it in 3 quarters since.
  • Sheets Smith Wealth Management's Coeur Mining position peaked at $1.5M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.