Legacy Wealth Partners (California)’s Coinbase COIN Stock Holding History

Legacy Wealth Partners (California)’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 Q2	$900K	Buy	+3,555	New	+$923K	0.5%	53

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

IVMX

Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return

Legacy Wealth Partners (California)'s COIN Position: Q2 2021 in Review

Legacy Wealth Partners (California) opened a new position in Coinbase (COIN) in Q2 2021: 3,555 shares worth $900K. The stake represents 0.5% of the portfolio and ranks #53 among its holdings.

616 funds tracked by Wall St. Rank hold COIN as of Q2 2021.

Legacy Wealth Partners (California) held 3,555 shares of Coinbase worth $900K as of Q2 2021.
Coinbase was a new Legacy Wealth Partners (California) position in Q2 2021.
Coinbase made up 0.5% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #53 holding.
616 funds tracked by Wall St. Rank held Coinbase as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.