BWA
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Boulder Wealth Advisors’s Coinbase COIN Stock Holding History

Boulder 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
2022
Q4 		$0 Buy
+12
New +$632 ﹤0.01% 119

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boulder Wealth Advisors's COIN Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Coinbase (COIN) in Q4 2022: 12 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #119 among its holdings.

569 funds tracked by Wall St. Rank hold COIN as of Q4 2022.

  • Boulder Wealth Advisors held 12 shares of Coinbase worth $0 as of Q4 2022.
  • Coinbase was a new Boulder Wealth Advisors position in Q4 2022.
  • Coinbase made up ﹤0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #119 holding.
  • 569 funds tracked by Wall St. Rank held Coinbase as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.