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Sonora Investment Management’s Coinbase COIN Stock Holding History

Sonora Investment 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
2021
Q3 		$10K Hold
45
– – ﹤0.01% 774
2021
Q2 		$11K Buy
+45
New +$11.7K ﹤0.01% 692

Other funds holding COIN

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
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sonora Investment Management's COIN Position: Q3 2021 in Review

Sonora Investment Management held its Coinbase (COIN) position steady in Q3 2021 at 45 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Sonora Investment Management first reported a position in COIN in Q2 2021 and has held it in 2 quarters since. The position peaked at $11K in Q2 2021. 665 funds tracked by Wall St. Rank hold COIN as of Q3 2021.

  • Sonora Investment Management held 45 shares of Coinbase worth $10K as of Q3 2021.
  • Sonora Investment Management left its Coinbase share count unchanged in Q3 2021.
  • Coinbase made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #774 holding.
  • Sonora Investment Management first reported a position in Coinbase in Q2 2021 and has held it in 2 quarters since.
  • Sonora Investment Management's Coinbase position peaked at $11K in Q2 2021.
  • 665 funds tracked by Wall St. Rank held Coinbase as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.