Naviter Wealth’s Coinbase COIN Stock Holding History

Naviter 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 Q2	–	Sell	-604	Closed	-$219K	–	184
2022 Q1	$219K	Buy	+604	New	+$118K	0.07%	87

Other funds holding COIN

AIM

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

AEPI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Naviter Wealth's COIN Position: Q2 2022 in Review

Naviter Wealth sold out of Coinbase (COIN) in Q2 2022, closing a stake of 604 shares — an estimated $219K sold.

Naviter Wealth first reported a position in COIN in Q1 2022 and held it in 1 quarter. The position peaked at $219K in Q1 2022. 629 funds tracked by Wall St. Rank hold COIN as of Q2 2022.

Naviter Wealth reported no remaining Coinbase position as of Q2 2022 after selling out during the quarter.
Naviter Wealth sold 604 Coinbase shares in Q2 2022, an estimated $219K.
Naviter Wealth first reported a position in Coinbase in Q1 2022 and held it in 1 quarter.
Naviter Wealth's Coinbase position peaked at $219K in Q1 2022.
629 funds tracked by Wall St. Rank held Coinbase as of Q2 2022.

Based on Naviter Wealth's 13F filing for Q2 2022, filed 18 Jul 2022.