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TrinityPoint Wealth’s Coinbase COIN Stock Holding History

TrinityPoint 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
2021
Q4 		– Sell
-1,424
Closed -$324K – 308
2021
Q3 		$324K Sell
1,424
-256
-15% -$63K 0.06% 228
2021
Q2 		$426K Buy
+1,680
New +$436K 0.09% 185

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

TrinityPoint Wealth's COIN Position: Q4 2021 in Review

TrinityPoint Wealth sold out of Coinbase (COIN) in Q4 2021, closing a stake of 1,424 shares — an estimated $324K sold.

TrinityPoint Wealth first reported a position in COIN in Q2 2021 and held it in 2 quarters. The position peaked at $426K in Q2 2021. 892 funds tracked by Wall St. Rank hold COIN as of Q4 2021.

  • TrinityPoint Wealth reported no remaining Coinbase position as of Q4 2021 after selling out during the quarter.
  • TrinityPoint Wealth sold 1,424 Coinbase shares in Q4 2021, an estimated $324K.
  • TrinityPoint Wealth first reported a position in Coinbase in Q2 2021 and held it in 2 quarters.
  • TrinityPoint Wealth's Coinbase position peaked at $426K in Q2 2021.
  • 892 funds tracked by Wall St. Rank held Coinbase as of Q4 2021.

Based on TrinityPoint Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.