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Biltmore Capital Advisors’s Coinbase COIN Stock Holding History

Biltmore Capital 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
2021
Q4 		$213K Sell
845
-590
-41% -$172K 0.04% 146
2021
Q3 		$326K Buy
+1,435
New +$353K 0.06% 112

Other funds holding COIN

AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
AEPLI
AH Equity Partners LSV I Menlo Park, California $315M AUM 9.31% 1-Year Est. Return

Biltmore Capital Advisors's COIN Position: Q4 2021 in Review

Biltmore Capital Advisors reduced its Coinbase (COIN) stake by 41% in Q4 2021, selling an estimated $172K and leaving 845 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #146.

Biltmore Capital Advisors first reported a position in COIN in Q3 2021 and has held it in 2 quarters since. The position peaked at $326K in Q3 2021. 892 funds tracked by Wall St. Rank hold COIN as of Q4 2021.

  • Biltmore Capital Advisors held 845 shares of Coinbase worth $213K as of Q4 2021.
  • Biltmore Capital Advisors sold 590 Coinbase shares in Q4 2021, an estimated $172K.
  • Coinbase made up 0.04% of Biltmore Capital Advisors's portfolio in Q4 2021, its #146 holding.
  • Biltmore Capital Advisors first reported a position in Coinbase in Q3 2021 and has held it in 2 quarters since.
  • Biltmore Capital Advisors's Coinbase position peaked at $326K in Q3 2021.
  • 892 funds tracked by Wall St. Rank held Coinbase as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.