JFS Wealth Advisors’s Coursera COUR Stock Holding History

JFS Wealth Advisors’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
2024 Q3	–	Sell	-23	Closed	-$165	–	1975
2024 Q2	$165	Sell	23 -2	-8%	-$19	﹤0.01%	1906
2024 Q1	$351	Sell	25 -3	-11%	-$51	﹤0.01%	1843
2023 Q4	$543	Buy	28 +3	+12%	+$57	﹤0.01%	1789
2023 Q3	$468	Buy	25 +20	+400%	+$319	﹤0.01%	1758
2023 Q2	$66	Hold	5	–	–	﹤0.01%	1944
2023 Q1	$58	Buy	+5	New	+$65	﹤0.01%	1917

Other funds holding COUR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JFS Wealth Advisors's COUR Position: Q3 2024 in Review

JFS Wealth Advisors sold out of Coursera (COUR) in Q3 2024, closing a stake of 23 shares — an estimated $165 sold.

JFS Wealth Advisors first reported a position in COUR in Q1 2023 and held it in 6 quarters. The position peaked at $543 in Q4 2023. 205 funds tracked by Wall St. Rank hold COUR as of Q3 2024.

JFS Wealth Advisors reported no remaining Coursera position as of Q3 2024 after selling out during the quarter.
JFS Wealth Advisors sold 23 Coursera shares in Q3 2024, an estimated $165.
JFS Wealth Advisors first reported a position in Coursera in Q1 2023 and held it in 6 quarters.
JFS Wealth Advisors's Coursera position peaked at $543 in Q4 2023.
205 funds tracked by Wall St. Rank held Coursera as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.