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Piershale Financial Group’s Coinbase COIN Stock Holding History

Piershale Financial Group’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 		$716 Hold
10
– – ﹤0.01% 253
2023
Q1 		$676 Buy
+10
New +$599 ﹤0.01% 279

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

Piershale Financial Group's COIN Position: Q2 2023 in Review

Piershale Financial Group held its Coinbase (COIN) position steady in Q2 2023 at 10 shares worth $716. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Piershale Financial Group first reported a position in COIN in Q1 2023 and has held it in 2 quarters since. 621 funds tracked by Wall St. Rank hold COIN as of Q2 2023.

  • Piershale Financial Group held 10 shares of Coinbase worth $716 as of Q2 2023.
  • Piershale Financial Group left its Coinbase share count unchanged in Q2 2023.
  • Coinbase made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #253 holding.
  • Piershale Financial Group first reported a position in Coinbase in Q1 2023 and has held it in 2 quarters since.
  • 621 funds tracked by Wall St. Rank held Coinbase as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.