Coastal Investment Advisors, Inc. Buys Jernigan Capital Inc, DraftKings Inc, Microsoft Corp, Sells NVIDIA Corp, Cohen & Steers Total Return Realty Fund Inc, Moderna Inc

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Jul 16, 2020
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Investment company Coastal Investment Advisors, Inc. (Current Portfolio) buys Jernigan Capital Inc, DraftKings Inc, Microsoft Corp, Tesla Inc, The Walt Disney Co, sells NVIDIA Corp, Cohen & Steers Total Return Realty Fund Inc, Moderna Inc, Editas Medicine Inc, Alibaba Group Holding during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Coastal Investment Advisors, Inc.. As of 2020Q2, Coastal Investment Advisors, Inc. owns 326 stocks with a total value of $292 million. These are the details of the buys and sells.

For the details of Coastal Investment Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/coastal+investment+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Coastal Investment Advisors, Inc.
  1. SPDR S&P 500 (SPY) - 64,645 shares, 6.83% of the total portfolio. Shares reduced by 1.86%
  2. Amazon.com Inc (AMZN) - 6,465 shares, 6.11% of the total portfolio. Shares added by 1.11%
  3. Apple Inc (AAPL) - 42,674 shares, 5.33% of the total portfolio. Shares added by 3.18%
  4. Microsoft Corp (MSFT) - 36,887 shares, 2.57% of the total portfolio. Shares added by 20.60%
  5. iShares Russell Mid-Cap (IWR) - 98,907 shares, 1.82% of the total portfolio. Shares reduced by 1.38%
New Purchase: DraftKings Inc (8DEA)

Coastal Investment Advisors, Inc. initiated holding in DraftKings Inc. The purchase prices were between $29.04 and $38.13, with an estimated average price of $34.69. The stock is now traded at around $27.20. The impact to a portfolio due to this purchase was 0.5%. The holding were 43,850 shares as of .

New Purchase: Shopify Inc (SHOP)

Coastal Investment Advisors, Inc. initiated holding in Shopify Inc. The purchase prices were between $346.3 and $949.2, with an estimated average price of $687.7. The stock is now traded at around $959.45. The impact to a portfolio due to this purchase was 0.31%. The holding were 963 shares as of .

New Purchase: SPDR Select Sector Fund - Technology (XLK)

Coastal Investment Advisors, Inc. initiated holding in SPDR Select Sector Fund - Technology. The purchase prices were between $76.54 and $104.63, with an estimated average price of $93.77. The stock is now traded at around $107.64. The impact to a portfolio due to this purchase was 0.31%. The holding were 8,618 shares as of .

New Purchase: Sorrento Therapeutics Inc (SRNE)

Coastal Investment Advisors, Inc. initiated holding in Sorrento Therapeutics Inc. The purchase prices were between $1.73 and $6.76, with an estimated average price of $3.8. The stock is now traded at around $6.58. The impact to a portfolio due to this purchase was 0.31%. The holding were 141,900 shares as of .

New Purchase: Exact Sciences Corp (EXAS)

Coastal Investment Advisors, Inc. initiated holding in Exact Sciences Corp. The purchase prices were between $55.75 and $92.75, with an estimated average price of $79.43. The stock is now traded at around $95.84. The impact to a portfolio due to this purchase was 0.23%. The holding were 7,668 shares as of .

New Purchase: Salesforce.com Inc (CRM)

Coastal Investment Advisors, Inc. initiated holding in Salesforce.com Inc. The purchase prices were between $134.06 and $191.65, with an estimated average price of $168.06. The stock is now traded at around $188.09. The impact to a portfolio due to this purchase was 0.21%. The holding were 3,270 shares as of .

Added: Jernigan Capital Inc (JCAP)

Coastal Investment Advisors, Inc. added to a holding in Jernigan Capital Inc by 127.44%. The purchase prices were between $10.55 and $16.16, with an estimated average price of $12.83. The stock is now traded at around $13.98. The impact to a portfolio due to this purchase was 0.52%. The holding were 196,063 shares as of .

Added: Tesla Inc (TSLA)

Coastal Investment Advisors, Inc. added to a holding in Tesla Inc by 95.37%. The purchase prices were between $454.47 and $1079.81, with an estimated average price of $803.57. The stock is now traded at around $1546.01. The impact to a portfolio due to this purchase was 0.44%. The holding were 2,448 shares as of .

Added: Microsoft Corp (MSFT)

Coastal Investment Advisors, Inc. added to a holding in Microsoft Corp by 20.60%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $208.04. The impact to a portfolio due to this purchase was 0.44%. The holding were 36,887 shares as of .

Added: The Walt Disney Co (DIS)

Coastal Investment Advisors, Inc. added to a holding in The Walt Disney Co by 35.83%. The purchase prices were between $93.88 and $127.28, with an estimated average price of $110.22. The stock is now traded at around $120.90. The impact to a portfolio due to this purchase was 0.37%. The holding were 36,834 shares as of .

Added: ProShares Short Dow30 (DOG)

Coastal Investment Advisors, Inc. added to a holding in ProShares Short Dow30 by 130.47%. The purchase prices were between $45.13 and $61.06, with an estimated average price of $51.3. The stock is now traded at around $45.76. The impact to a portfolio due to this purchase was 0.34%. The holding were 36,610 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Coastal Investment Advisors, Inc. added to a holding in PowerShares QQQ Trust Ser 1 by 35.22%. The purchase prices were between $182.31 and $248.84, with an estimated average price of $223.35. The stock is now traded at around $260.90. The impact to a portfolio due to this purchase was 0.3%. The holding were 13,847 shares as of .

Sold Out: Moderna Inc (MRNA)

Coastal Investment Advisors, Inc. sold out a holding in Moderna Inc. The sale prices were between $29.67 and $80, with an estimated average price of $54.26.

Sold Out: Editas Medicine Inc (EDIT)

Coastal Investment Advisors, Inc. sold out a holding in Editas Medicine Inc. The sale prices were between $18.5 and $34.34, with an estimated average price of $26.04.

Sold Out: iShares Emerging Markets Dividend Index Fund Excha (DVYE)

Coastal Investment Advisors, Inc. sold out a holding in iShares Emerging Markets Dividend Index Fund Excha. The sale prices were between $26.83 and $33.82, with an estimated average price of $30.4.

Sold Out: Campbell Soup Co (CPB)

Coastal Investment Advisors, Inc. sold out a holding in Campbell Soup Co. The sale prices were between $45.98 and $53.53, with an estimated average price of $49.56.

Sold Out: Bryn Mawr Bank Corp (BMTC)

Coastal Investment Advisors, Inc. sold out a holding in Bryn Mawr Bank Corp. The sale prices were between $23.83 and $31.03, with an estimated average price of $27.22.

Sold Out: Raytheon Co (RTN)

Coastal Investment Advisors, Inc. sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Reduced: NVIDIA Corp (NVDA)

Coastal Investment Advisors, Inc. reduced to a holding in NVIDIA Corp by 38.12%. The sale prices were between $243.07 and $381.07, with an estimated average price of $322.32. The stock is now traded at around $409.09. The impact to a portfolio due to this sale was -0.34%. Coastal Investment Advisors, Inc. still held 4,531 shares as of .

Reduced: Cohen & Steers Total Return Realty Fund Inc (RFI)

Coastal Investment Advisors, Inc. reduced to a holding in Cohen & Steers Total Return Realty Fund Inc by 56.89%. The sale prices were between $9.31 and $14.09, with an estimated average price of $11.66. The stock is now traded at around $12.29. The impact to a portfolio due to this sale was -0.17%. Coastal Investment Advisors, Inc. still held 27,396 shares as of .

Reduced: Alibaba Group Holding Ltd (BABA)

Coastal Investment Advisors, Inc. reduced to a holding in Alibaba Group Holding Ltd by 22.52%. The sale prices were between $187.11 and $228.75, with an estimated average price of $207.72. The stock is now traded at around $249.21. The impact to a portfolio due to this sale was -0.13%. Coastal Investment Advisors, Inc. still held 5,120 shares as of .

Reduced: Ionis Pharmaceuticals Inc (IONS)

Coastal Investment Advisors, Inc. reduced to a holding in Ionis Pharmaceuticals Inc by 45.33%. The sale prices were between $46.85 and $61.05, with an estimated average price of $55.45. The stock is now traded at around $62.95. The impact to a portfolio due to this sale was -0.1%. Coastal Investment Advisors, Inc. still held 5,487 shares as of .

Reduced: Paychex Inc (PAYX)

Coastal Investment Advisors, Inc. reduced to a holding in Paychex Inc by 29.51%. The sale prices were between $59.55 and $80.32, with an estimated average price of $69.14. The stock is now traded at around $73.53. The impact to a portfolio due to this sale was -0.09%. Coastal Investment Advisors, Inc. still held 7,397 shares as of .

Reduced: Gartner Inc (IT)

Coastal Investment Advisors, Inc. reduced to a holding in Gartner Inc by 51.09%. The sale prices were between $91.82 and $137.69, with an estimated average price of $115.21. The stock is now traded at around $126.74. The impact to a portfolio due to this sale was -0.09%. Coastal Investment Advisors, Inc. still held 1,803 shares as of .



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