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Wealthcare Capital Management’s Coeur Mining CDE Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-110
Closed -$1K – 171
2021
Q1 		$1K Buy
+110
New +$1.02K ﹤0.01% 660

Other funds holding CDE

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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
State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthcare Capital Management's CDE Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Coeur Mining (CDE) in Q2 2021, closing a stake of 110 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in CDE in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 209 funds tracked by Wall St. Rank hold CDE as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Coeur Mining position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 110 Coeur Mining shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Coeur Mining in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Coeur Mining position peaked at $1K in Q1 2021.
  • 209 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.