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Reilly Financial Advisors’s Coinbase COIN Stock Holding History

Reilly Financial Advisors’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 		$13K Buy
+51
New +$14.8K ﹤0.01% 656
2021
Q3 		– Sell
-45
Closed -$11K – 939
2021
Q2 		$11K Buy
+45
New +$11.7K ﹤0.01% 683

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 $175B AUM 40.63% 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

Reilly Financial Advisors's COIN Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Coinbase (COIN) in Q4 2021: 51 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in COIN as recently as Q2 2021.

Reilly Financial Advisors first reported a position in COIN in Q2 2021 and has held it in 2 quarters since. 892 funds tracked by Wall St. Rank hold COIN as of Q4 2021.

  • Reilly Financial Advisors held 51 shares of Coinbase worth $13K as of Q4 2021.
  • Coinbase was a new Reilly Financial Advisors position in Q4 2021.
  • Coinbase made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #656 holding.
  • Reilly Financial Advisors first reported a position in Coinbase in Q2 2021 and has held it in 2 quarters since.
  • 892 funds tracked by Wall St. Rank held Coinbase as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.