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Nauset Wealth Management’s Coinbase COIN Stock Holding History

Nauset Wealth 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
2022
Q1 		$117K Buy
+617
New +$121K 0.09% 76

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 $15.4B AUM 50.29% 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 $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $6.73T AUM 46.02% 1-Year Est. Return

Nauset Wealth Management's COIN Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Coinbase (COIN) in Q1 2022: 617 shares worth $117K. The stake represents 0.09% of the portfolio and ranks #76 among its holdings.

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

  • Nauset Wealth Management held 617 shares of Coinbase worth $117K as of Q1 2022.
  • Coinbase was a new Nauset Wealth Management position in Q1 2022.
  • Coinbase made up 0.09% of Nauset Wealth Management's portfolio in Q1 2022, its #76 holding.
  • 800 funds tracked by Wall St. Rank held Coinbase as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.