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Waypoint Wealth Partners’s Coinbase COIN Stock Holding History

Waypoint Wealth Partners’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
Q2 		– Sell
-2,914
Closed -$553K – 67
2022
Q1 		$553K Sell
2,914
-2
-0.1% -$391 0.2% 29
2021
Q4 		$736K Hold
2,916
– – 0.25% 27
2021
Q3 		$663K Buy
+2,916
New +$718K 0.25% 23

Other funds holding COIN

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AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $7.75B AUM 33.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Waypoint Wealth Partners's COIN Position: Q2 2022 in Review

Waypoint Wealth Partners sold out of Coinbase (COIN) in Q2 2022, closing a stake of 2,914 shares — an estimated $553K sold.

Waypoint Wealth Partners first reported a position in COIN in Q3 2021 and held it in 3 quarters. The position peaked at $736K in Q4 2021. 629 funds tracked by Wall St. Rank hold COIN as of Q2 2022.

  • Waypoint Wealth Partners reported no remaining Coinbase position as of Q2 2022 after selling out during the quarter.
  • Waypoint Wealth Partners sold 2,914 Coinbase shares in Q2 2022, an estimated $553K.
  • Waypoint Wealth Partners first reported a position in Coinbase in Q3 2021 and held it in 3 quarters.
  • Waypoint Wealth Partners's Coinbase position peaked at $736K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Coinbase as of Q2 2022.

Based on Waypoint Wealth Partners's 13F filing for Q2 2022, filed 5 Aug 2022.