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Laurel Wealth Advisors (North Carolina)’s Coinbase COIN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-100
Closed -$6K – 574
2022
Q3 		$6K Sell
100
-50
-33% -$3.49K ﹤0.01% 409
2022
Q2 		$7K Buy
150
+50
+50% +$4.76K ﹤0.01% 405
2022
Q1 		$19K Hold
100
– – ﹤0.01% 347
2021
Q4 		$25K Hold
100
– – 0.01% 322
2021
Q3 		$23K Sell
100
-33
-25% -$8.12K 0.01% 329
2021
Q2 		$34K Buy
+133
New +$34.5K 0.01% 309

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

Laurel Wealth Advisors (North Carolina)'s COIN Position: Q4 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Coinbase (COIN) in Q4 2022, closing a stake of 100 shares — an estimated $6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in COIN in Q2 2021 and held it in 6 quarters. The position peaked at $34K in Q2 2021. 569 funds tracked by Wall St. Rank hold COIN as of Q4 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Coinbase position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 Coinbase shares in Q4 2022, an estimated $6K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Coinbase in Q2 2021 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Coinbase position peaked at $34K in Q2 2021.
  • 569 funds tracked by Wall St. Rank held Coinbase as of Q4 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 7 Feb 2023.