Capital Advisory Group Advisory Services’s Coinbase COIN Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-75	Closed	-$14K	–	264
2022 Q1	$14K	Buy	+75	New	+$14.7K	0.01%	330
2021 Q4	–	Sell	-905	Closed	-$206K	–	232
2021 Q3	$206K	Buy	+905	New	+$223K	0.07%	192

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Capital Advisory Group Advisory Services's COIN Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Coinbase (COIN) in Q2 2022, closing a stake of 75 shares — an estimated $14K sold.

Capital Advisory Group Advisory Services first reported a position in COIN in Q3 2021 and held it in 2 quarters. The position peaked at $206K in Q3 2021. 629 funds tracked by Wall St. Rank hold COIN as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Coinbase position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 75 Coinbase shares in Q2 2022, an estimated $14K.
Capital Advisory Group Advisory Services first reported a position in Coinbase in Q3 2021 and held it in 2 quarters.
Capital Advisory Group Advisory Services's Coinbase position peaked at $206K in Q3 2021.
629 funds tracked by Wall St. Rank held Coinbase as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.