Values First Advisors’s Coursera COUR Stock Holding History

Values First Advisors’s Portfolio COUR Stock Details COUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-41,669	Closed	-$584K	–	172
2024 Q1	$584K	Sell	41,669 -184	-0.4%	-$3.12K	0.34%	84
2023 Q4	$811K	Sell	41,853 -2,198	-5%	-$42K	0.49%	65
2023 Q3	$823K	Sell	44,051 -2,771	-6%	-$44.2K	0.53%	58
2023 Q2	$610K	Buy	46,822 +7,745	+20%	+$92.7K	0.37%	83
2023 Q1	$450K	Sell	39,077 -4,350	-10%	-$56.3K	0.29%	97
2022 Q4	$514K	Buy	43,427 +12,127	+39%	+$153K	0.36%	78
2022 Q3	$337K	Buy	31,300 +5,550	+22%	+$73.5K	0.24%	105
2022 Q2	$365K	Buy	25,750 +8,745	+51%	+$156K	0.26%	101
2022 Q1	$392K	Buy	+17,005	New	+$348K	0.25%	108

Other funds holding COUR

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Values First Advisors's COUR Position: Q2 2024 in Review

Values First Advisors sold out of Coursera (COUR) in Q2 2024, closing a stake of 41,669 shares — an estimated $584K sold.

Values First Advisors first reported a position in COUR in Q1 2022 and held it in 9 quarters. The position peaked at $823K in Q3 2023. 208 funds tracked by Wall St. Rank hold COUR as of Q2 2024.

Values First Advisors reported no remaining Coursera position as of Q2 2024 after selling out during the quarter.
Values First Advisors sold 41,669 Coursera shares in Q2 2024, an estimated $584K.
Values First Advisors first reported a position in Coursera in Q1 2022 and held it in 9 quarters.
Values First Advisors's Coursera position peaked at $823K in Q3 2023.
208 funds tracked by Wall St. Rank held Coursera as of Q2 2024.

Based on Values First Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.