Heritage Wealth Management (Arizona)’s Coinbase COIN Stock Holding History

Heritage Wealth Management (Arizona)’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	$3.54K	Buy	100 +50	+100%	+$2.63K	﹤0.01%	921
2022 Q3	$3K	Sell	50 -58	-54%	-$4.05K	﹤0.01%	814
2022 Q2	$5.08K	Buy	108 +58	+116%	+$5.52K	﹤0.01%	766
2022 Q1	$9K	Buy	+50	New	+$9.77K	﹤0.01%	721
2021 Q3	$18K	Hold	77	–	–	0.01%	566
2021 Q2	$20K	Buy	+77	New	+$20K	0.01%	559

Other funds holding COIN

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 New York $5.72T AUM 30.48% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s COIN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Coinbase (COIN) stake by 100% in Q4 2022, buying an estimated $2.63K and bringing the position to 100 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Heritage Wealth Management (Arizona) first reported a position in COIN in Q2 2021 and has held it in 6 quarters since. The position peaked at $20K in Q2 2021. 569 funds tracked by Wall St. Rank hold COIN as of Q4 2022.

Heritage Wealth Management (Arizona) held 100 shares of Coinbase worth $3.54K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 50 Coinbase shares in Q4 2022, an estimated $2.63K.
Coinbase made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #921 holding.
Heritage Wealth Management (Arizona) first reported a position in Coinbase in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s Coinbase position peaked at $20K in Q2 2021.
569 funds tracked by Wall St. Rank held Coinbase as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.