Lake Point Wealth Management’s Coinbase COIN Stock Holding History

Lake Point Wealth 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	$2K	Buy	53 +15	+39%	+$1.43K	﹤0.01%	311
2022 Q1	$7K	Hold	38	–	–	﹤0.01%	204
2021 Q4	$10K	Buy	38 +2	+6%	+$582	﹤0.01%	171
2021 Q3	$8K	Hold	36	–	–	﹤0.01%	183
2021 Q2	$9K	Buy	+36	New	+$9.35K	﹤0.01%	178

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 Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Lake Point Wealth Management's COIN Position: Q2 2022 in Review

Lake Point Wealth Management increased its Coinbase (COIN) stake by 39% in Q2 2022, buying an estimated $1.43K and bringing the position to 53 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Lake Point Wealth Management first reported a position in COIN in Q2 2021 and has held it in 5 quarters since. The position peaked at $10K in Q4 2021. 629 funds tracked by Wall St. Rank hold COIN as of Q2 2022.

Lake Point Wealth Management held 53 shares of Coinbase worth $2K as of Q2 2022.
Lake Point Wealth Management bought 15 Coinbase shares in Q2 2022, an estimated $1.43K.
Coinbase made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #311 holding.
Lake Point Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's Coinbase position peaked at $10K in Q4 2021.
629 funds tracked by Wall St. Rank held Coinbase as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.