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WR Wealth Planners’s Coeur Mining CDE Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.14K Buy
+200
New +$1.3K ﹤0.01% 917

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WR Wealth Planners's CDE Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Coeur Mining (CDE) in Q4 2024: 200 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings.

307 funds tracked by Wall St. Rank hold CDE as of Q4 2024.

  • WR Wealth Planners held 200 shares of Coeur Mining worth $1.14K as of Q4 2024.
  • Coeur Mining was a new WR Wealth Planners position in Q4 2024.
  • Coeur Mining made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #917 holding.
  • 307 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.