BC
COIN icon

Burleson & Co’s Coinbase COIN Stock Holding History

Burleson & Co’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 		$7.61K Hold
215
– – ﹤0.01% 283
2022
Q3 		$14K Sell
215
-172
-44% -$12K ﹤0.01% 259
2022
Q2 		$18K Sell
387
-20,588
-98% -$1.96M ﹤0.01% 238
2022
Q1 		$3.98M Buy
20,975
+20,730
+8,461% +$4.05M 0.64% 39
2021
Q4 		$62K Hold
245
– – 0.01% 184
2021
Q3 		$56K Sell
245
-29,606
-99% -$7.29M 0.01% 184
2021
Q2 		$7.56M Buy
+29,851
New +$7.75M 1.1% 22

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 $175B AUM 40.63% 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

Burleson & Co's COIN Position: Q4 2022 in Review

Burleson & Co held its Coinbase (COIN) position steady in Q4 2022 at 215 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Burleson & Co first reported a position in COIN in Q2 2021 and has held it in 7 quarters since. The position peaked at $7.56M in Q2 2021. 569 funds tracked by Wall St. Rank hold COIN as of Q4 2022.

  • Burleson & Co held 215 shares of Coinbase worth $7.61K as of Q4 2022.
  • Burleson & Co left its Coinbase share count unchanged in Q4 2022.
  • Coinbase made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #283 holding.
  • Burleson & Co first reported a position in Coinbase in Q2 2021 and has held it in 7 quarters since.
  • Burleson & Co's Coinbase position peaked at $7.56M in Q2 2021.
  • 569 funds tracked by Wall St. Rank held Coinbase as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.