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ACG Wealth’s Coinbase COIN Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-1,075
Closed -$51K – 374
2022
Q2 		$51K Buy
+1,075
New +$102K 0.01% 431

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACG Wealth's COIN Position: Q3 2022 in Review

ACG Wealth sold out of Coinbase (COIN) in Q3 2022, closing a stake of 1,075 shares — an estimated $51K sold.

ACG Wealth first reported a position in COIN in Q2 2022 and held it in 1 quarter. The position peaked at $51K in Q2 2022. 620 funds tracked by Wall St. Rank hold COIN as of Q3 2022.

  • ACG Wealth reported no remaining Coinbase position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1,075 Coinbase shares in Q3 2022, an estimated $51K.
  • ACG Wealth first reported a position in Coinbase in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Coinbase position peaked at $51K in Q2 2022.
  • 620 funds tracked by Wall St. Rank held Coinbase as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.