ZIG
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Zullo Investment Group’s Coinbase COIN Stock Holding History

Zullo Investment Group’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
-278
Closed -$9.84K – 242
2022
Q4 		$9.84K Sell
278
-50
-15% -$2.63K 0.01% 496
2022
Q3 		$21K Hold
328
– – 0.01% 384
2022
Q2 		$15K Buy
328
+10
+3% +$952 0.01% 437
2022
Q1 		$60K Buy
318
+45
+16% +$8.79K 0.03% 282
2021
Q4 		$69K Buy
+273
New +$79.4K 0.04% 266

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zullo Investment Group's COIN Position: Q1 2023 in Review

Zullo Investment Group sold out of Coinbase (COIN) in Q1 2023, closing a stake of 278 shares — an estimated $9.84K sold.

Zullo Investment Group first reported a position in COIN in Q4 2021 and held it in 5 quarters. The position peaked at $69K in Q4 2021. 614 funds tracked by Wall St. Rank hold COIN as of Q1 2023.

  • Zullo Investment Group reported no remaining Coinbase position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 278 Coinbase shares in Q1 2023, an estimated $9.84K.
  • Zullo Investment Group first reported a position in Coinbase in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Coinbase position peaked at $69K in Q4 2021.
  • 614 funds tracked by Wall St. Rank held Coinbase as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.