ZCI
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Zevenbergen Capital Investments’s Coinbase COIN Stock Holding History

Zevenbergen Capital Investments’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
Q1 		– Sell
-7,140
Closed -$253K – 102
2022
Q4 		$253K Sell
7,140
-200,476
-97% -$10.6M 0.01% 95
2022
Q3 		$13.4M Sell
207,616
-76,931
-27% -$5.37M 0.38% 50
2022
Q2 		$13.4M Buy
284,547
+3,193
+1% +$304K 0.61% 34
2022
Q1 		$53.4M Buy
281,354
+17,201
+7% +$3.36M 1.44% 25
2021
Q4 		$66.7M Buy
264,153
+111,301
+73% +$32.4M 1.39% 26
2021
Q3 		$34.8M Sell
152,852
-61,417
-29% -$15.1M 0.66% 37
2021
Q2 		$54.3M Buy
+214,269
New +$55.6M 0.96% 30

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 $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zevenbergen Capital Investments's COIN Position: Q1 2023 in Review

Zevenbergen Capital Investments sold out of Coinbase (COIN) in Q1 2023, closing a stake of 7,140 shares — an estimated $253K sold.

Zevenbergen Capital Investments first reported a position in COIN in Q2 2021 and held it in 7 quarters. The position peaked at $66.7M in Q4 2021. 614 funds tracked by Wall St. Rank hold COIN as of Q1 2023.

  • Zevenbergen Capital Investments reported no remaining Coinbase position as of Q1 2023 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 7,140 Coinbase shares in Q1 2023, an estimated $253K.
  • Zevenbergen Capital Investments first reported a position in Coinbase in Q2 2021 and held it in 7 quarters.
  • Zevenbergen Capital Investments's Coinbase position peaked at $66.7M in Q4 2021.
  • 614 funds tracked by Wall St. Rank held Coinbase as of Q1 2023.

Based on Zevenbergen Capital Investments's 13F filing for Q1 2023, filed 11 May 2023.