Family Management’s Coinbase COIN Stock Holding History

Family 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	–	Sell	-7,108	Closed	-$1.35M	–	181
2022 Q1	$1.35M	Sell	7,108 -823	-10%	-$161K	0.37%	54
2021 Q4	$2M	Buy	+7,931	New	+$2.31M	0.52%	50

Other funds holding COIN

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

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

Family Management's COIN Position: Q2 2022 in Review

Family Management sold out of Coinbase (COIN) in Q2 2022, closing a stake of 7,108 shares — an estimated $1.35M sold.

Family Management first reported a position in COIN in Q4 2021 and held it in 2 quarters. The position peaked at $2M in Q4 2021. 629 funds tracked by Wall St. Rank hold COIN as of Q2 2022.

Family Management reported no remaining Coinbase position as of Q2 2022 after selling out during the quarter.
Family Management sold 7,108 Coinbase shares in Q2 2022, an estimated $1.35M.
Family Management first reported a position in Coinbase in Q4 2021 and held it in 2 quarters.
Family Management's Coinbase position peaked at $2M in Q4 2021.
629 funds tracked by Wall St. Rank held Coinbase as of Q2 2022.

Based on Family Management's 13F filing for Q2 2022, filed 15 Aug 2022.