LWA
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Lenox Wealth Advisors’s Coinbase COIN Stock Holding History

Lenox Wealth Advisors’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
Q1 		$2K Buy
+15
New +$2.93K ﹤0.01% 636

Other funds holding COIN

AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AEPLI
AH Equity Partners LSV I Menlo Park, California $315M AUM 9.31% 1-Year Est. Return
ITVII
IDG Technology Venture Investment IV Hong Kong $58.3M AUM 89.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lenox Wealth Advisors's COIN Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in Coinbase (COIN) in Q1 2022: 15 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings.

799 funds tracked by Wall St. Rank hold COIN as of Q1 2022.

  • Lenox Wealth Advisors held 15 shares of Coinbase worth $2K as of Q1 2022.
  • Coinbase was a new Lenox Wealth Advisors position in Q1 2022.
  • Coinbase made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #636 holding.
  • 799 funds tracked by Wall St. Rank held Coinbase as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.