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COIN icon

Surevest’s Coinbase COIN Stock Holding History

Surevest’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
Q3 		$342K Buy
5,301
+1,593
+43% +$111K 0.09% 120
2022
Q2 		$174K Buy
+3,708
New +$353K 0.05% 140
2022
Q1 		– Sell
-919
Closed -$232K – 528
2021
Q4 		$232K Buy
+919
New +$267K 0.06% 114

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Surevest's COIN Position: Q3 2022 in Review

Surevest increased its Coinbase (COIN) stake by 43% in Q3 2022, buying an estimated $111K and bringing the position to 5,301 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #120.

Surevest first reported a position in COIN in Q4 2021 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold COIN as of Q3 2022.

  • Surevest held 5,301 shares of Coinbase worth $342K as of Q3 2022.
  • Surevest bought 1,593 Coinbase shares in Q3 2022, an estimated $111K.
  • Coinbase made up 0.09% of Surevest's portfolio in Q3 2022, its #120 holding.
  • Surevest first reported a position in Coinbase in Q4 2021 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Coinbase as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.