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AJ Wealth Strategies’s Coinbase COIN Stock Holding History

AJ Wealth Strategies’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$615K Buy
8,589
+145
+2% +$8.65K 0.03% 166
2023
Q1 		$571K Sell
8,444
-10,442
-55% -$625K 0.03% 165
2022
Q4 		$668K Buy
18,886
+4,012
+27% +$211K 0.04% 161
2022
Q3 		$959K Hold
14,874
– – 0.06% 130
2022
Q2 		$699K Sell
14,874
-20,132
-58% -$1.92M 0.04% 157
2022
Q1 		$6.65M Buy
35,006
+813
+2% +$159K 0.33% 43
2021
Q4 		$8.63M Buy
+34,193
New +$9.94M 0.41% 35

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJ Wealth Strategies's COIN Position: Q2 2023 in Review

AJ Wealth Strategies increased its Coinbase (COIN) stake by 1.7% in Q2 2023, buying an estimated $8.65K and bringing the position to 8,589 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #166.

AJ Wealth Strategies first reported a position in COIN in Q4 2021 and has held it in 7 quarters since. The position peaked at $8.63M in Q4 2021. 621 funds tracked by Wall St. Rank hold COIN as of Q2 2023.

  • AJ Wealth Strategies held 8,589 shares of Coinbase worth $615K as of Q2 2023.
  • AJ Wealth Strategies bought 145 Coinbase shares in Q2 2023, an estimated $8.65K.
  • Coinbase made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #166 holding.
  • AJ Wealth Strategies first reported a position in Coinbase in Q4 2021 and has held it in 7 quarters since.
  • AJ Wealth Strategies's Coinbase position peaked at $8.63M in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Coinbase as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.