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Howe & Rusling’s Coinbase COIN Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-6
Closed – – 465
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1080
2022
Q2 		$0 Sell
6
-34
-85% -$3.24K ﹤0.01% 1074
2022
Q1 		$8K Buy
40
+12
+43% +$2.35K ﹤0.01% 554
2021
Q4 		$7K Buy
28
+9
+47% +$2.62K ﹤0.01% 589
2021
Q3 		$4K Hold
19
– – ﹤0.01% 691
2021
Q2 		$5K Buy
+19
New +$4.93K ﹤0.01% 608

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Howe & Rusling's COIN Position: Q4 2022 in Review

Howe & Rusling sold out of Coinbase (COIN) in Q4 2022, closing a stake of 6 shares.

Howe & Rusling first reported a position in COIN in Q2 2021 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 569 funds tracked by Wall St. Rank hold COIN as of Q4 2022.

  • Howe & Rusling reported no remaining Coinbase position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 6 Coinbase shares in Q4 2022.
  • Howe & Rusling first reported a position in Coinbase in Q2 2021 and held it in 6 quarters.
  • Howe & Rusling's Coinbase position peaked at $8K in Q1 2022.
  • 569 funds tracked by Wall St. Rank held Coinbase as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.