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Oxler Private Wealth’s Coinbase COIN Stock Holding History

Oxler Private Wealth’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
-435
Closed -$28.1K – 125
2022
Q3 		$28.1K Sell
435
-200
-31% -$14K 0.02% 267
2022
Q2 		$29.9K Buy
+635
New +$60.4K 0.01% 174
2022
Q1 		– Sell
-4,365
Closed -$1.1M – 111
2021
Q4 		$1.1M Sell
4,365
-2,440
-36% -$709K 0.46% 58
2021
Q3 		$1.09M Hold
6,805
– – 0.48% 57
2021
Q2 		$1.72M Buy
+6,805
New +$1.77M 0.75% 40

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

Oxler Private Wealth's COIN Position: Q4 2022 in Review

Oxler Private Wealth sold out of Coinbase (COIN) in Q4 2022, closing a stake of 435 shares — an estimated $28.1K sold.

Oxler Private Wealth first reported a position in COIN in Q2 2021 and held it in 5 quarters. The position peaked at $1.72M in Q2 2021. 569 funds tracked by Wall St. Rank hold COIN as of Q4 2022.

  • Oxler Private Wealth reported no remaining Coinbase position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 435 Coinbase shares in Q4 2022, an estimated $28.1K.
  • Oxler Private Wealth first reported a position in Coinbase in Q2 2021 and held it in 5 quarters.
  • Oxler Private Wealth's Coinbase position peaked at $1.72M in Q2 2021.
  • 569 funds tracked by Wall St. Rank held Coinbase as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.