Mid Atlantic Financial Management’s Coinbase COIN Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$447K	Buy	1,967 +136	+7%	+$33.5K	0.03%	494
2021 Q2	$464K	Buy	+1,831	New	+$475K	0.03%	496

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 $175B AUM 40.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mid Atlantic Financial Management's COIN Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Coinbase (COIN) stake by 7.4% in Q3 2021, buying an estimated $33.5K and bringing the position to 1,967 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #494.

Mid Atlantic Financial Management first reported a position in COIN in Q2 2021 and has held it in 2 quarters since. The position peaked at $464K in Q2 2021. 664 funds tracked by Wall St. Rank hold COIN as of Q3 2021.

Mid Atlantic Financial Management held 1,967 shares of Coinbase worth $447K as of Q3 2021.
Mid Atlantic Financial Management bought 136 Coinbase shares in Q3 2021, an estimated $33.5K.
Coinbase made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #494 holding.
Mid Atlantic Financial Management first reported a position in Coinbase in Q2 2021 and has held it in 2 quarters since.
Mid Atlantic Financial Management's Coinbase position peaked at $464K in Q2 2021.
664 funds tracked by Wall St. Rank held Coinbase as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.