Castle Financial & Retirement Planning Associates’s Coinbase COIN Stock Holding History

Castle Financial & Retirement Planning Associates’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	$2K	Buy	+10	New	+$2.91K	0.01%	162

Other funds holding COIN

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 New York $22.8B AUM 30.07% 1-Year Est. Return

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

Castle Financial & Retirement Planning Associates's COIN Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Coinbase (COIN) in Q4 2021: 10 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #162 among its holdings.

892 funds tracked by Wall St. Rank hold COIN as of Q4 2021.

Castle Financial & Retirement Planning Associates held 10 shares of Coinbase worth $2K as of Q4 2021.
Coinbase was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Coinbase made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #162 holding.
892 funds tracked by Wall St. Rank held Coinbase as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.