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TrustCore Financial Services’s Coinbase COIN Stock Holding History

TrustCore Financial Services’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 		$1.95K Hold
55
– – ﹤0.01% 902
2022
Q3 		$4K Hold
55
– – ﹤0.01% 895
2022
Q2 		$3K Hold
55
– – ﹤0.01% 901
2022
Q1 		$10K Sell
55
-72
-57% -$14.1K ﹤0.01% 758
2021
Q4 		$32K Buy
127
+106
+505% +$30.8K ﹤0.01% 526
2021
Q3 		$5K Buy
21
+11
+110% +$2.71K ﹤0.01% 861
2021
Q2 		$3K Buy
+10
New +$2.6K ﹤0.01% 892

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

TrustCore Financial Services's COIN Position: Q4 2022 in Review

TrustCore Financial Services held its Coinbase (COIN) position steady in Q4 2022 at 55 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

TrustCore Financial Services first reported a position in COIN in Q2 2021 and has held it in 7 quarters since. The position peaked at $32K in Q4 2021. 569 funds tracked by Wall St. Rank hold COIN as of Q4 2022.

  • TrustCore Financial Services held 55 shares of Coinbase worth $1.95K as of Q4 2022.
  • TrustCore Financial Services left its Coinbase share count unchanged in Q4 2022.
  • Coinbase made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #902 holding.
  • TrustCore Financial Services first reported a position in Coinbase in Q2 2021 and has held it in 7 quarters since.
  • TrustCore Financial Services's Coinbase position peaked at $32K in Q4 2021.
  • 569 funds tracked by Wall St. Rank held Coinbase as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.