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Cowen Prime Advisors’s Coinbase COIN Stock Holding History

Cowen Prime 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
Q4 		– Sell
-250
Closed -$16K – 192
2022
Q3 		$16K Hold
250
– – 0.01% 139
2022
Q2 		$12K Buy
250
+175
+233% +$16.7K 0.01% 149
2022
Q1 		$14K Buy
75
+40
+114% +$7.82K 0.01% 150
2021
Q4 		$9K Buy
+35
New +$10.2K ﹤0.01% 152

Other funds holding COIN

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cowen Prime Advisors's COIN Position: Q4 2022 in Review

Cowen Prime Advisors sold out of Coinbase (COIN) in Q4 2022, closing a stake of 250 shares — an estimated $16K sold.

Cowen Prime Advisors first reported a position in COIN in Q4 2021 and held it in 4 quarters. The position peaked at $16K in Q3 2022. 569 funds tracked by Wall St. Rank hold COIN as of Q4 2022.

  • Cowen Prime Advisors reported no remaining Coinbase position as of Q4 2022 after selling out during the quarter.
  • Cowen Prime Advisors sold 250 Coinbase shares in Q4 2022, an estimated $16K.
  • Cowen Prime Advisors first reported a position in Coinbase in Q4 2021 and held it in 4 quarters.
  • Cowen Prime Advisors's Coinbase position peaked at $16K in Q3 2022.
  • 569 funds tracked by Wall St. Rank held Coinbase as of Q4 2022.

Based on Cowen Prime Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.