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Brewin Dolphin Wealth Management’s Coinbase COIN Stock Holding History

Brewin Dolphin Wealth Management’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
Q2 		$4K Sell
76
-60
-44% -$5.71K ﹤0.01% 312
2022
Q1 		$26K Sell
136
-1,174
-90% -$229K ﹤0.01% 232
2021
Q4 		$331K Buy
1,310
+1,250
+2,083% +$363K 0.04% 112
2021
Q3 		$13.6K Buy
+60
New +$14.8K ﹤0.01% 284

Other funds holding COIN

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Brewin Dolphin Wealth Management's COIN Position: Q2 2022 in Review

Brewin Dolphin Wealth Management reduced its Coinbase (COIN) stake by 44% in Q2 2022, selling an estimated $5.71K and leaving 76 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Brewin Dolphin Wealth Management first reported a position in COIN in Q3 2021 and has held it in 4 quarters since. The position peaked at $331K in Q4 2021. 629 funds tracked by Wall St. Rank hold COIN as of Q2 2022.

  • Brewin Dolphin Wealth Management held 76 shares of Coinbase worth $4K as of Q2 2022.
  • Brewin Dolphin Wealth Management sold 60 Coinbase shares in Q2 2022, an estimated $5.71K.
  • Coinbase made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #312 holding.
  • Brewin Dolphin Wealth Management first reported a position in Coinbase in Q3 2021 and has held it in 4 quarters since.
  • Brewin Dolphin Wealth Management's Coinbase position peaked at $331K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Coinbase as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.