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Wagner Wealth Management (South Carolina)’s Coinbase COIN Stock Holding History

Wagner Wealth Management (South Carolina)’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
-70
Closed -$5K – 325
2022
Q3 		$5K Hold
70
– – ﹤0.01% 511
2022
Q2 		$3K Buy
+70
New +$6.66K ﹤0.01% 574
2022
Q1 		– Sell
-108
Closed -$27K – 294
2021
Q4 		$27K Buy
+108
New +$31.4K 0.02% 345

Other funds holding COIN

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s COIN Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Coinbase (COIN) in Q4 2022, closing a stake of 70 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in COIN in Q4 2021 and held it in 3 quarters. The position peaked at $27K in Q4 2021. 569 funds tracked by Wall St. Rank hold COIN as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Coinbase position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 70 Coinbase shares in Q4 2022, an estimated $5K.
  • Wagner Wealth Management (South Carolina) first reported a position in Coinbase in Q4 2021 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s Coinbase position peaked at $27K in Q4 2021.
  • 569 funds tracked by Wall St. Rank held Coinbase as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.