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Fortis Advisors’s Coinbase COIN Stock Holding History

Fortis 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
-2
Closed -$135 – 122
2023
Q1 		$135 Hold
2
– – ﹤0.01% 258
2022
Q4 		$71 Hold
2
– – ﹤0.01% 253
2022
Q3 		$0 Hold
2
– – ﹤0.01% 248
2022
Q2 		$0 Hold
2
– – ﹤0.01% 288
2022
Q1 		$0 Hold
2
– – ﹤0.01% 283
2021
Q4 		$1K Buy
+2
New +$582 ﹤0.01% 252

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

Fortis Advisors's COIN Position: Q2 2023 in Review

Fortis Advisors sold out of Coinbase (COIN) in Q2 2023, closing a stake of 2 shares — an estimated $135 sold.

Fortis Advisors first reported a position in COIN in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 621 funds tracked by Wall St. Rank hold COIN as of Q2 2023.

  • Fortis Advisors reported no remaining Coinbase position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 2 Coinbase shares in Q2 2023, an estimated $135.
  • Fortis Advisors first reported a position in Coinbase in Q4 2021 and held it in 6 quarters.
  • Fortis Advisors's Coinbase position peaked at $1K in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Coinbase as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.