RA
COIN icon

Rational Advisors’s Coinbase COIN Stock Holding History

Rational 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
2022
Q4 		– Sell
-260
Closed -$17K – 246
2022
Q3 		$17K Buy
260
+38
+17% +$2.65K ﹤0.01% 171
2022
Q2 		$10K Buy
222
+55
+33% +$5.24K ﹤0.01% 183
2022
Q1 		$32K Buy
167
+78
+88% +$15.2K ﹤0.01% 169
2021
Q4 		$22K Buy
89
+49
+123% +$14.2K ﹤0.01% 165
2021
Q3 		$9K Buy
+40
New +$9.85K ﹤0.01% 171

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

Rational Advisors's COIN Position: Q4 2022 in Review

Rational Advisors sold out of Coinbase (COIN) in Q4 2022, closing a stake of 260 shares — an estimated $17K sold.

Rational Advisors first reported a position in COIN in Q3 2021 and held it in 5 quarters. The position peaked at $32K in Q1 2022. 569 funds tracked by Wall St. Rank hold COIN as of Q4 2022.

  • Rational Advisors reported no remaining Coinbase position as of Q4 2022 after selling out during the quarter.
  • Rational Advisors sold 260 Coinbase shares in Q4 2022, an estimated $17K.
  • Rational Advisors first reported a position in Coinbase in Q3 2021 and held it in 5 quarters.
  • Rational Advisors's Coinbase position peaked at $32K in Q1 2022.
  • 569 funds tracked by Wall St. Rank held Coinbase as of Q4 2022.

Based on Rational Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.