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Surevest, LLC

SEC CIK
0001593842
Latest filing
Nov 14, 2022

COIN holding history

Coinbase Global, Inc. in every 13F filed by Surevest, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COIN overviewAll 13F holders of COINFull Q3 2022 holdings

Shares (Q3 2022)
5,301
Value
$342.0K
% of portfolio
0.1%
Quarters held
3
Since Q4 2021
Holdings of COIN by Surevest, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20225,301$342.0K0.1%+1,593+43.0%AddedHolders
Q2 20223,708$174.0K<0.1%+3,708NewHolders
Q1 20220$00.0%−919−100.0%Sold outHolders
Q4 2021919$232.0K0.1%+919NewHolders