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Milestone Wealth’s Coinbase COIN Stock Holding History

Milestone Wealth’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 		$566K Hold
8,784
– – 0.63% 24
2022
Q2 		$413K Sell
8,784
-5,162
-37% -$491K 0.43% 30
2022
Q1 		$3.52M Hold
13,946
– – 2.86% 9
2021
Q4 		$3.52M Buy
+13,946
New +$4.05M 2.82% 9

Other funds holding COIN

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Milestone Wealth's COIN Position: Q3 2022 in Review

Milestone Wealth held its Coinbase (COIN) position steady in Q3 2022 at 8,784 shares worth $566K. The position accounts for 0.63% of the portfolio, ranked #24.

Milestone Wealth first reported a position in COIN in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.52M in Q1 2022. 619 funds tracked by Wall St. Rank hold COIN as of Q3 2022.

  • Milestone Wealth held 8,784 shares of Coinbase worth $566K as of Q3 2022.
  • Milestone Wealth left its Coinbase share count unchanged in Q3 2022.
  • Coinbase made up 0.63% of Milestone Wealth's portfolio in Q3 2022, its #24 holding.
  • Milestone Wealth first reported a position in Coinbase in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Coinbase position peaked at $3.52M in Q1 2022.
  • 619 funds tracked by Wall St. Rank held Coinbase as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.