SAM
CDE icon

Synergy Asset Management’s Coeur Mining CDE Stock Holding History

Synergy Asset 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
Q2 		– Sell
-18,397
Closed -$345K – 283
2026
Q1 		$345K Buy
+18,397
New +$400K 0.04% 192
2025
Q4 		– Sell
-33,324
Closed -$485K – 236
2025
Q3 		$485K Buy
33,324
+19,162
+135% +$235K 0.02% 202
2025
Q2 		$125K Sell
14,162
-5,000
-26% -$36.4K 0.01% 183
2025
Q1 		$113K Buy
+19,162
New +$118K 0.01% 167

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Synergy Asset Management's CDE Position: Q2 2026 in Review

Synergy Asset Management sold out of Coeur Mining (CDE) in Q2 2026, closing a stake of 18,397 shares — an estimated $345K sold.

Synergy Asset Management first reported a position in CDE in Q1 2025 and held it in 4 quarters. The position peaked at $485K in Q3 2025. 682 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • Synergy Asset Management reported no remaining Coeur Mining position as of Q2 2026 after selling out during the quarter.
  • Synergy Asset Management sold 18,397 Coeur Mining shares in Q2 2026, an estimated $345K.
  • Synergy Asset Management first reported a position in Coeur Mining in Q1 2025 and held it in 4 quarters.
  • Synergy Asset Management's Coeur Mining position peaked at $485K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.