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BerganKDV Wealth Management’s Coinbase COIN Stock Holding History

BerganKDV Wealth Management’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 		$859 Hold
12
– – ﹤0.01% 770
2023
Q1 		$811 Sell
12
-47
-80% -$2.81K ﹤0.01% 927
2022
Q4 		$2.09K Buy
59
+23
+64% +$1.21K ﹤0.01% 791
2022
Q3 		$2K Buy
36
+5
+16% +$349 ﹤0.01% 794
2022
Q2 		$1K Hold
31
– – ﹤0.01% 883
2022
Q1 		$6K Hold
31
– – ﹤0.01% 685
2021
Q4 		$8K Hold
31
– – ﹤0.01% 694
2021
Q3 		$7K Hold
31
– – ﹤0.01% 691
2021
Q2 		$8K Buy
+31
New +$8.05K ﹤0.01% 638

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

BerganKDV Wealth Management's COIN Position: Q2 2023 in Review

BerganKDV Wealth Management held its Coinbase (COIN) position steady in Q2 2023 at 12 shares worth $859. The position accounts for ﹤0.01% of the portfolio, ranked #770.

BerganKDV Wealth Management first reported a position in COIN in Q2 2021 and has held it in 9 quarters since. The position peaked at $8K in Q4 2021. 621 funds tracked by Wall St. Rank hold COIN as of Q2 2023.

  • BerganKDV Wealth Management held 12 shares of Coinbase worth $859 as of Q2 2023.
  • BerganKDV Wealth Management left its Coinbase share count unchanged in Q2 2023.
  • Coinbase made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #770 holding.
  • BerganKDV Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 9 quarters since.
  • BerganKDV Wealth Management's Coinbase position peaked at $8K in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Coinbase as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.