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
2021 Q3	–	Sell	-500	Closed	-$1K	–	369
2021 Q2	$1K	Buy	+500	New	+$130K	﹤0.01%	330

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

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

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

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

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

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.