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Total Wealth Planning & Management’s Coeur Mining CDE Stock Holding History

Total Wealth Planning & 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
2025
Q2 		– Sell
-10,344
Closed -$61.2K – 223
2025
Q1 		$61.2K Buy
+10,344
New +$63.8K 0.06% 190

Other funds holding CDE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Total Wealth Planning & Management's CDE Position: Q2 2025 in Review

Total Wealth Planning & Management sold out of Coeur Mining (CDE) in Q2 2025, closing a stake of 10,344 shares — an estimated $61.2K sold.

Total Wealth Planning & Management first reported a position in CDE in Q1 2025 and held it in 1 quarter. The position peaked at $61.2K in Q1 2025. 398 funds tracked by Wall St. Rank hold CDE as of Q2 2025.

  • Total Wealth Planning & Management reported no remaining Coeur Mining position as of Q2 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 10,344 Coeur Mining shares in Q2 2025, an estimated $61.2K.
  • Total Wealth Planning & Management first reported a position in Coeur Mining in Q1 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's Coeur Mining position peaked at $61.2K in Q1 2025.
  • 398 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.