NFG
COIN icon

Next Financial Group’s Coinbase COIN Stock Holding History

Next Financial Group’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
Q4 		$200K Buy
795
+58
+8% +$16.9K 0.01% 894
2021
Q3 		$168K Buy
737
+567
+334% +$140K 0.01% 918
2021
Q2 		$43K Buy
+170
New +$44.1K ﹤0.01% 1449

Other funds holding COIN

AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
AEPLI
AH Equity Partners LSV I Menlo Park, California $315M AUM 9.31% 1-Year Est. Return

Next Financial Group's COIN Position: Q4 2021 in Review

Next Financial Group increased its Coinbase (COIN) stake by 7.9% in Q4 2021, buying an estimated $16.9K and bringing the position to 795 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #894.

Next Financial Group first reported a position in COIN in Q2 2021 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold COIN as of Q4 2021.

  • Next Financial Group held 795 shares of Coinbase worth $200K as of Q4 2021.
  • Next Financial Group bought 58 Coinbase shares in Q4 2021, an estimated $16.9K.
  • Coinbase made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #894 holding.
  • Next Financial Group first reported a position in Coinbase in Q2 2021 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Coinbase as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.