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Sargent Bickham Lagudis’s Coinbase COIN Stock Holding History

Sargent Bickham Lagudis’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 		$16.2K Buy
458
+68
+17% +$3.58K ﹤0.01% 647
2022
Q3 		$25K Buy
390
+5
+1% +$349 ﹤0.01% 532
2022
Q2 		$19K Buy
385
+33
+9% +$3.14K ﹤0.01% 598
2022
Q1 		$67K Buy
352
+90
+34% +$17.6K 0.01% 397
2021
Q4 		$66K Sell
262
-1
-0.4% -$291 0.01% 406
2021
Q3 		$60K Sell
263
-1
-0.4% -$246 ﹤0.01% 413
2021
Q2 		$67K Buy
+264
New +$68.5K 0.01% 401

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

Sargent Bickham Lagudis's COIN Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Coinbase (COIN) stake by 17% in Q4 2022, buying an estimated $3.58K and bringing the position to 458 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Sargent Bickham Lagudis first reported a position in COIN in Q2 2021 and has held it in 7 quarters since. The position peaked at $67K in Q1 2022. 569 funds tracked by Wall St. Rank hold COIN as of Q4 2022.

  • Sargent Bickham Lagudis held 458 shares of Coinbase worth $16.2K as of Q4 2022.
  • Sargent Bickham Lagudis bought 68 Coinbase shares in Q4 2022, an estimated $3.58K.
  • Coinbase made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #647 holding.
  • Sargent Bickham Lagudis first reported a position in Coinbase in Q2 2021 and has held it in 7 quarters since.
  • Sargent Bickham Lagudis's Coinbase position peaked at $67K in Q1 2022.
  • 569 funds tracked by Wall St. Rank held Coinbase as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.