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American Portfolios Advisors’s Coinbase COIN Stock Holding History

American Portfolios Advisors’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 		$890K Sell
13,801
-1,194
-8% -$83.4K 0.04% 465
2022
Q2 		$705K Buy
14,995
+1,149
+8% +$109K 0.03% 537
2022
Q1 		$2.63M Sell
13,846
-18,808
-58% -$3.68M 0.09% 234
2021
Q4 		$8.24M Buy
32,654
+1,227
+4% +$357K 0.28% 62
2021
Q3 		$7.15M Buy
31,427
+3,313
+12% +$816K 0.27% 70
2021
Q2 		$7.12M Buy
+28,114
New +$7.3M 0.28% 69

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

American Portfolios Advisors's COIN Position: Q3 2022 in Review

American Portfolios Advisors reduced its Coinbase (COIN) stake by 8% in Q3 2022, selling an estimated $83.4K and leaving 13,801 shares worth $890K. The position accounts for 0.04% of the portfolio, ranked #465.

American Portfolios Advisors first reported a position in COIN in Q2 2021 and has held it in 6 quarters since. The position peaked at $8.24M in Q4 2021. 620 funds tracked by Wall St. Rank hold COIN as of Q3 2022.

  • American Portfolios Advisors held 13,801 shares of Coinbase worth $890K as of Q3 2022.
  • American Portfolios Advisors sold 1,194 Coinbase shares in Q3 2022, an estimated $83.4K.
  • Coinbase made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #465 holding.
  • American Portfolios Advisors first reported a position in Coinbase in Q2 2021 and has held it in 6 quarters since.
  • American Portfolios Advisors's Coinbase position peaked at $8.24M in Q4 2021.
  • 620 funds tracked by Wall St. Rank held Coinbase as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.