CWM
COUR icon

Castle Wealth Management’s Coursera COUR Stock Holding History

Castle Wealth Management’s Portfolio COUR Stock Details COUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$1K – 206
2022
Q3 		$1K Hold
50
– – ﹤0.01% 615
2022
Q2 		$1K Buy
+50
New +$892 ﹤0.01% 615

Other funds holding COUR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KXA
KPCB XIV Associates Menlo Park, California $42.8M AUM 16.52% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Castle Wealth Management's COUR Position: Q4 2022 in Review

Castle Wealth Management sold out of Coursera (COUR) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in COUR in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 173 funds tracked by Wall St. Rank hold COUR as of Q4 2022.

  • Castle Wealth Management reported no remaining Coursera position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 50 Coursera shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Coursera in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Coursera position peaked at $1K in Q3 2022.
  • 173 funds tracked by Wall St. Rank held Coursera as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.