US Financial Advisors’s Coinbase COIN Stock Holding History

US 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
2022 Q4	–	Sell	-3,850	Closed	-$248K	–	78
2022 Q3	$248K	Buy	+3,850	New	+$269K	0.14%	48

Other funds holding COIN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

US Financial Advisors's COIN Position: Q4 2022 in Review

US Financial Advisors sold out of Coinbase (COIN) in Q4 2022, closing a stake of 3,850 shares — an estimated $248K sold.

US Financial Advisors first reported a position in COIN in Q3 2022 and held it in 1 quarter. The position peaked at $248K in Q3 2022. 569 funds tracked by Wall St. Rank hold COIN as of Q4 2022.

US Financial Advisors reported no remaining Coinbase position as of Q4 2022 after selling out during the quarter.
US Financial Advisors sold 3,850 Coinbase shares in Q4 2022, an estimated $248K.
US Financial Advisors first reported a position in Coinbase in Q3 2022 and held it in 1 quarter.
US Financial Advisors's Coinbase position peaked at $248K in Q3 2022.
569 funds tracked by Wall St. Rank held Coinbase as of Q4 2022.

Based on US Financial Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.