UAS
COIN icon

United Asset Strategies’s Coinbase COIN Stock Holding History

United Asset Strategies’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 		– Sell
-918
Closed -$233K – 211
2021
Q2 		$233K Buy
+918
New +$238K 0.03% 191

Other funds holding COIN

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

United Asset Strategies's COIN Position: Q3 2021 in Review

United Asset Strategies sold out of Coinbase (COIN) in Q3 2021, closing a stake of 918 shares — an estimated $233K sold.

United Asset Strategies first reported a position in COIN in Q2 2021 and held it in 1 quarter. The position peaked at $233K in Q2 2021. 664 funds tracked by Wall St. Rank hold COIN as of Q3 2021.

  • United Asset Strategies reported no remaining Coinbase position as of Q3 2021 after selling out during the quarter.
  • United Asset Strategies sold 918 Coinbase shares in Q3 2021, an estimated $233K.
  • United Asset Strategies first reported a position in Coinbase in Q2 2021 and held it in 1 quarter.
  • United Asset Strategies's Coinbase position peaked at $233K in Q2 2021.
  • 664 funds tracked by Wall St. Rank held Coinbase as of Q3 2021.

Based on United Asset Strategies's 13F filing for Q3 2021, filed 21 Oct 2021.