BDO Wealth Advisors’s Coinbase COIN Stock Holding History

BDO Wealth Advisors’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	$8.94K	Hold	125	–	–	﹤0.01%	711
2023 Q1	$8.45K	Hold	125	–	–	﹤0.01%	736
2022 Q4	$4.42K	Sell	125 -265	-68%	-$14K	﹤0.01%	781
2022 Q3	$25K	Buy	390 +223	+134%	+$15.6K	﹤0.01%	525
2022 Q2	$8K	Sell	167 -150	-47%	-$14.3K	﹤0.01%	712
2022 Q1	$60K	Buy	317 +45	+17%	+$8.79K	0.01%	401
2021 Q4	$69K	Sell	272 -24	-8%	-$6.98K	0.01%	396
2021 Q3	$67K	Buy	296 +10	+3%	+$2.46K	0.01%	403
2021 Q2	$72K	Buy	+286	New	+$74.3K	0.01%	411

Other funds holding COIN

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's COIN Position: Q2 2023 in Review

BDO Wealth Advisors held its Coinbase (COIN) position steady in Q2 2023 at 125 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

BDO Wealth Advisors first reported a position in COIN in Q2 2021 and has held it in 9 quarters since. The position peaked at $72K in Q2 2021. 621 funds tracked by Wall St. Rank hold COIN as of Q2 2023.

BDO Wealth Advisors held 125 shares of Coinbase worth $8.94K as of Q2 2023.
BDO Wealth Advisors left its Coinbase share count unchanged in Q2 2023.
Coinbase made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #711 holding.
BDO Wealth Advisors first reported a position in Coinbase in Q2 2021 and has held it in 9 quarters since.
BDO Wealth Advisors's Coinbase position peaked at $72K in Q2 2021.
621 funds tracked by Wall St. Rank held Coinbase as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.