LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s Coinbase COIN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-35
Closed -$2.37K – 638
2023
Q1 		$2.37K Hold
35
– – ﹤0.01% 567
2022
Q4 		$1.24K Hold
35
– – ﹤0.01% 562
2022
Q3 		$2K Hold
35
– – ﹤0.01% 580
2022
Q2 		$2K Hold
35
– – ﹤0.01% 606
2022
Q1 		$7K Hold
35
– – ﹤0.01% 564
2021
Q4 		$9K Hold
35
– – ﹤0.01% 610
2021
Q3 		$8K Hold
35
– – ﹤0.01% 613
2021
Q2 		$9K Buy
+35
New +$9.09K ﹤0.01% 644

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 $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 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 $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

Loring Wolcott & Coolidge Fiduciary Advisors's COIN Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Coinbase (COIN) in Q2 2023, closing a stake of 35 shares — an estimated $2.37K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in COIN in Q2 2021 and held it in 8 quarters. The position peaked at $9K in Q4 2021. 621 funds tracked by Wall St. Rank hold COIN as of Q2 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Coinbase position as of Q2 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 35 Coinbase shares in Q2 2023, an estimated $2.37K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Coinbase in Q2 2021 and held it in 8 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Coinbase position peaked at $9K in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Coinbase as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.