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High Net Worth Advisory Group’s Coinbase COIN Stock Holding History

High Net Worth Advisory Group’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
-35
Closed -$7K – 677
2022
Q1 		$7K Hold
35
– – ﹤0.01% 562
2021
Q4 		$9K Buy
+35
New +$10.2K ﹤0.01% 551

Other funds holding COIN

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

High Net Worth Advisory Group's COIN Position: Q2 2022 in Review

High Net Worth Advisory Group sold out of Coinbase (COIN) in Q2 2022, closing a stake of 35 shares — an estimated $7K sold.

High Net Worth Advisory Group first reported a position in COIN in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 629 funds tracked by Wall St. Rank hold COIN as of Q2 2022.

  • High Net Worth Advisory Group reported no remaining Coinbase position as of Q2 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 35 Coinbase shares in Q2 2022, an estimated $7K.
  • High Net Worth Advisory Group first reported a position in Coinbase in Q4 2021 and held it in 2 quarters.
  • High Net Worth Advisory Group's Coinbase position peaked at $9K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Coinbase as of Q2 2022.

Based on High Net Worth Advisory Group's 13F filing for Q2 2022, filed 10 Aug 2022.