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 $6.73T AUM 46.02% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 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 $552B AUM 44.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JAM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCI Wealth Advisors's CDE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Coeur Mining (CDE) in Q2 2023, closing a stake of 1,035 shares — an estimated $4.13K sold.

TCI Wealth Advisors first reported a position in CDE in Q2 2015 and held it in 14 quarters. The position peaked at $6K in Q4 2021. 191 funds tracked by Wall St. Rank hold CDE as of Q2 2023.

TCI Wealth Advisors reported no remaining Coeur Mining position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,035 Coeur Mining shares in Q2 2023, an estimated $4.13K.
TCI Wealth Advisors first reported a position in Coeur Mining in Q2 2015 and held it in 14 quarters.
TCI Wealth Advisors's Coeur Mining position peaked at $6K in Q4 2021.
191 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.