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Phoenix Wealth Advisors’s Coinbase COIN Stock Holding History

Phoenix Wealth 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
-6,144
Closed -$415K – 106
2023
Q1 		$415K Sell
6,144
-14
-0.2% -$838 0.26% 53
2022
Q4 		$218K Sell
6,158
-665
-10% -$35K 0.13% 102
2022
Q3 		$440K Sell
6,823
-317
-4% -$22.1K 0.44% 48
2022
Q2 		$336K Buy
+7,140
New +$680K 0.33% 71
2022
Q1 		– Sell
-4,045
Closed -$1.02M – 100
2021
Q4 		$1.02M Sell
4,045
-706
-15% -$205K 0.77% 34
2021
Q3 		$1.08M Buy
4,751
+984
+26% +$242K 0.81% 30
2021
Q2 		$887K Buy
+3,767
New +$978K 0.64% 45

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 $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Phoenix Wealth Advisors's COIN Position: Q2 2023 in Review

Phoenix Wealth Advisors sold out of Coinbase (COIN) in Q2 2023, closing a stake of 6,144 shares — an estimated $415K sold.

Phoenix Wealth Advisors first reported a position in COIN in Q2 2021 and held it in 7 quarters. The position peaked at $1.08M in Q3 2021. 621 funds tracked by Wall St. Rank hold COIN as of Q2 2023.

  • Phoenix Wealth Advisors reported no remaining Coinbase position as of Q2 2023 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 6,144 Coinbase shares in Q2 2023, an estimated $415K.
  • Phoenix Wealth Advisors first reported a position in Coinbase in Q2 2021 and held it in 7 quarters.
  • Phoenix Wealth Advisors's Coinbase position peaked at $1.08M in Q3 2021.
  • 621 funds tracked by Wall St. Rank held Coinbase as of Q2 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.