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Ulland Investment Advisors’s Coinbase COIN Stock Holding History

Ulland Investment 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
2023
Q2 		– Sell
-30
Closed -$2K – 214
2023
Q1 		$2K Hold
30
– – ﹤0.01% 189
2022
Q4 		$1K Sell
30
-35
-54% -$1.84K ﹤0.01% 201
2022
Q3 		$4K Sell
65
-100
-61% -$6.98K ﹤0.01% 191
2022
Q2 		$8K Hold
165
– – 0.01% 192
2022
Q1 		$31K Buy
165
+30
+22% +$5.86K 0.02% 125
2021
Q4 		$34K Buy
+135
New +$39.3K 0.02% 118

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ulland Investment Advisors's COIN Position: Q2 2023 in Review

Ulland Investment Advisors sold out of Coinbase (COIN) in Q2 2023, closing a stake of 30 shares — an estimated $2K sold.

Ulland Investment Advisors first reported a position in COIN in Q4 2021 and held it in 6 quarters. The position peaked at $34K in Q4 2021. 621 funds tracked by Wall St. Rank hold COIN as of Q2 2023.

  • Ulland Investment Advisors reported no remaining Coinbase position as of Q2 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 30 Coinbase shares in Q2 2023, an estimated $2K.
  • Ulland Investment Advisors first reported a position in Coinbase in Q4 2021 and held it in 6 quarters.
  • Ulland Investment Advisors's Coinbase position peaked at $34K in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Coinbase as of Q2 2023.

Based on Ulland Investment Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.