V Wealth Advisors’s Coinbase COIN Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-6,607	Closed	-$473K	–	157
2023 Q2	$473K	Buy	6,607 +1,549	+31%	+$92.4K	0.08%	209
2023 Q1	$342K	Buy	+5,058	New	+$303K	0.06%	259
2022 Q1	–	Sell	-1,849	Closed	-$467K	–	441
2021 Q4	$467K	Buy	1,849 +885	+92%	+$257K	0.07%	269
2021 Q3	$219K	Sell	964 -130	-12%	-$32K	0.03%	424
2021 Q2	$278K	Buy	+1,094	New	+$284K	0.04%	387

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

V Wealth Advisors's COIN Position: Q3 2023 in Review

V Wealth Advisors sold out of Coinbase (COIN) in Q3 2023, closing a stake of 6,607 shares — an estimated $473K sold.

V Wealth Advisors first reported a position in COIN in Q2 2021 and held it in 5 quarters. The position peaked at $473K in Q2 2023. 610 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

V Wealth Advisors reported no remaining Coinbase position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 6,607 Coinbase shares in Q3 2023, an estimated $473K.
V Wealth Advisors first reported a position in Coinbase in Q2 2021 and held it in 5 quarters.
V Wealth Advisors's Coinbase position peaked at $473K in Q2 2023.
610 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.