USCA RIA’s Coinbase COIN Stock Holding History

USCA RIA’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 Q2	$884K	Buy	+3,490	New	+$906K	0.05%	317

Other funds holding COIN

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

IVMX

Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return

USCA RIA's COIN Position: Q2 2021 in Review

USCA RIA opened a new position in Coinbase (COIN) in Q2 2021: 3,490 shares worth $884K. The stake represents 0.05% of the portfolio and ranks #317 among its holdings.

616 funds tracked by Wall St. Rank hold COIN as of Q2 2021.

USCA RIA held 3,490 shares of Coinbase worth $884K as of Q2 2021.
Coinbase was a new USCA RIA position in Q2 2021.
Coinbase made up 0.05% of USCA RIA's portfolio in Q2 2021, its #317 holding.
616 funds tracked by Wall St. Rank held Coinbase as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.