TCI Wealth Advisors’s Coeur Mining CDE Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-1,035	Closed	-$4.13K	–	545
2023 Q1	$4.13K	Hold	1,035	–	–	﹤0.01%	1657
2022 Q4	$3.48K	Hold	1,035	–	–	﹤0.01%	1769
2022 Q3	$4K	Buy	+1,035	New	+$3.07K	﹤0.01%	1575
2022 Q1	–	Sell	-1,280	Closed	-$6K	–	2250
2021 Q4	$6K	Buy	1,280 +667	+109%	+$4.01K	﹤0.01%	1508
2021 Q3	$4K	Buy	613 +153	+33%	+$1.09K	﹤0.01%	1710
2021 Q2	$4K	Buy	460 +212	+85%	+$2.04K	﹤0.01%	1541
2021 Q1	$2K	Buy	+248	New	+$2.31K	﹤0.01%	1690
2017 Q1	–	Sell	-151	Closed	-$1K	–	1295
2016 Q4	$1K	Sell	151 -151	-50%	-$1.55K	﹤0.01%	1138
2016 Q3	$4K	Hold	302	–	–	﹤0.01%	767
2016 Q2	$3K	Hold	302	–	–	﹤0.01%	822
2016 Q1	$2K	Hold	302	–	–	﹤0.01%	924
2015 Q4	$1K	Hold	302	–	–	﹤0.01%	924
2015 Q3	$1K	Hold	302	–	–	﹤0.01%	868
2015 Q2	$2K	Buy	+302	New	+$1.66K	﹤0.01%	783

Other funds holding CDE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

VanEck Associates

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

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

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return