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Wealth Management Partners’s Coinbase COIN Stock Holding History

Wealth Management 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
2021
Q3 		– Sell
-1,127
Closed -$285K – 115
2021
Q2 		$285K Buy
+1,127
New +$293K 0.2% 98

Other funds holding COIN

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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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealth Management Partners's COIN Position: Q3 2021 in Review

Wealth Management Partners sold out of Coinbase (COIN) in Q3 2021, closing a stake of 1,127 shares — an estimated $285K sold.

Wealth Management Partners first reported a position in COIN in Q2 2021 and held it in 1 quarter. The position peaked at $285K in Q2 2021. 664 funds tracked by Wall St. Rank hold COIN as of Q3 2021.

  • Wealth Management Partners reported no remaining Coinbase position as of Q3 2021 after selling out during the quarter.
  • Wealth Management Partners sold 1,127 Coinbase shares in Q3 2021, an estimated $285K.
  • Wealth Management Partners first reported a position in Coinbase in Q2 2021 and held it in 1 quarter.
  • Wealth Management Partners's Coinbase position peaked at $285K in Q2 2021.
  • 664 funds tracked by Wall St. Rank held Coinbase as of Q3 2021.

Based on Wealth Management Partners's 13F filing for Q3 2021, filed 13 Oct 2021.