Level Financial Advisors’s Coinbase COIN Stock Holding History

Level Financial 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 Q3	–	Sell	-5	Closed	–	–	260
2022 Q2	$0	Buy	+5	New	+$476	﹤0.01%	310

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AEPI

AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Level Financial Advisors's COIN Position: Q3 2022 in Review

Level Financial Advisors sold out of Coinbase (COIN) in Q3 2022, closing a stake of 5 shares.

Level Financial Advisors first reported a position in COIN in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 620 funds tracked by Wall St. Rank hold COIN as of Q3 2022.

Level Financial Advisors reported no remaining Coinbase position as of Q3 2022 after selling out during the quarter.
Level Financial Advisors sold 5 Coinbase shares in Q3 2022.
Level Financial Advisors first reported a position in Coinbase in Q2 2022 and held it in 1 quarter.
Level Financial Advisors's Coinbase position peaked at $0 in Q2 2022.
620 funds tracked by Wall St. Rank held Coinbase as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.