EWM
COIN icon

Endurance Wealth Management’s Coinbase COIN Stock Holding History

Endurance Wealth Management’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 		$2K Hold
21
– – ﹤0.01% 593
2023
Q1 		$1K Hold
21
– – ﹤0.01% 621
2022
Q4 		$1K Hold
21
– – ﹤0.01% 606
2022
Q3 		$1K Hold
21
– – ﹤0.01% 588
2022
Q2 		$1K Hold
21
– – ﹤0.01% 601
2022
Q1 		$4K Buy
+21
New +$4.1K ﹤0.01% 561

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 $15.4B AUM 50.29% 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 $7.75B AUM 33.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Endurance Wealth Management's COIN Position: Q2 2023 in Review

Endurance Wealth Management held its Coinbase (COIN) position steady in Q2 2023 at 21 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Endurance Wealth Management first reported a position in COIN in Q1 2022 and has held it in 6 quarters since. The position peaked at $4K in Q1 2022. 621 funds tracked by Wall St. Rank hold COIN as of Q2 2023.

  • Endurance Wealth Management held 21 shares of Coinbase worth $2K as of Q2 2023.
  • Endurance Wealth Management left its Coinbase share count unchanged in Q2 2023.
  • Coinbase made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #593 holding.
  • Endurance Wealth Management first reported a position in Coinbase in Q1 2022 and has held it in 6 quarters since.
  • Endurance Wealth Management's Coinbase position peaked at $4K in Q1 2022.
  • 621 funds tracked by Wall St. Rank held Coinbase as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.