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Clearview Wealth Advisors’s Coinbase COIN Stock Holding History

Clearview 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
2023
Q2 		– Sell
-83
Closed -$5.61K – 697
2023
Q1 		$5.61K Hold
83
– – 0.01% 416
2022
Q4 		$2.94K Sell
83
-320
-79% -$16.9K ﹤0.01% 451
2022
Q3 		$26K Hold
403
– – 0.02% 223
2022
Q2 		$19K Buy
403
+380
+1,652% +$36.2K 0.01% 279
2022
Q1 		$4K Buy
+23
New +$4.49K ﹤0.01% 465

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

Clearview Wealth Advisors's COIN Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of Coinbase (COIN) in Q2 2023, closing a stake of 83 shares — an estimated $5.61K sold.

Clearview Wealth Advisors first reported a position in COIN in Q1 2022 and held it in 5 quarters. The position peaked at $26K in Q3 2022. 621 funds tracked by Wall St. Rank hold COIN as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining Coinbase position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 83 Coinbase shares in Q2 2023, an estimated $5.61K.
  • Clearview Wealth Advisors first reported a position in Coinbase in Q1 2022 and held it in 5 quarters.
  • Clearview Wealth Advisors's Coinbase position peaked at $26K in Q3 2022.
  • 621 funds tracked by Wall St. Rank held Coinbase as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.