Sageworth Trust’s Coinbase COIN Stock Holding History

Sageworth Trust’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	-72	Closed	-$4.87K	–	162
2023 Q1	$4.87K	Buy	+72	New	+$4.31K	﹤0.01%	385

Other funds holding COIN

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sageworth Trust's COIN Position: Q2 2023 in Review

Sageworth Trust sold out of Coinbase (COIN) in Q2 2023, closing a stake of 72 shares — an estimated $4.87K sold.

Sageworth Trust first reported a position in COIN in Q1 2023 and held it in 1 quarter. The position peaked at $4.87K in Q1 2023. 621 funds tracked by Wall St. Rank hold COIN as of Q2 2023.

Sageworth Trust reported no remaining Coinbase position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 72 Coinbase shares in Q2 2023, an estimated $4.87K.
Sageworth Trust first reported a position in Coinbase in Q1 2023 and held it in 1 quarter.
Sageworth Trust's Coinbase position peaked at $4.87K in Q1 2023.
621 funds tracked by Wall St. Rank held Coinbase as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.