Fiduciary Planning’s Coinbase COIN Stock Holding History

Fiduciary Planning’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 Q3	–	Sell	-4,548	Closed	-$1.15M	–	69
2021 Q2	$1.15M	Buy	+4,548	New	+$1.18M	1%	26

Other funds holding COIN

AIM

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

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fiduciary Planning's COIN Position: Q3 2021 in Review

Fiduciary Planning sold out of Coinbase (COIN) in Q3 2021, closing a stake of 4,548 shares — an estimated $1.15M sold.

Fiduciary Planning first reported a position in COIN in Q2 2021 and held it in 1 quarter. The position peaked at $1.15M in Q2 2021. 664 funds tracked by Wall St. Rank hold COIN as of Q3 2021.

Fiduciary Planning reported no remaining Coinbase position as of Q3 2021 after selling out during the quarter.
Fiduciary Planning sold 4,548 Coinbase shares in Q3 2021, an estimated $1.15M.
Fiduciary Planning first reported a position in Coinbase in Q2 2021 and held it in 1 quarter.
Fiduciary Planning's Coinbase position peaked at $1.15M in Q2 2021.
664 funds tracked by Wall St. Rank held Coinbase as of Q3 2021.

Based on Fiduciary Planning's 13F filing for Q3 2021, filed 9 Nov 2021.