WQ
COIN icon

Wealth Quarterback’s Coinbase COIN Stock Holding History

Wealth Quarterback’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 		$6K Buy
25
+3
+14% +$738 ﹤0.01% 552
2021
Q2 		$6K Buy
+22
New +$5.71K ﹤0.01% 566

Other funds holding COIN

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
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 Quarterback's COIN Position: Q3 2021 in Review

Wealth Quarterback increased its Coinbase (COIN) stake by 14% in Q3 2021, buying an estimated $738 and bringing the position to 25 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Wealth Quarterback first reported a position in COIN in Q2 2021 and has held it in 2 quarters since. 664 funds tracked by Wall St. Rank hold COIN as of Q3 2021.

  • Wealth Quarterback held 25 shares of Coinbase worth $6K as of Q3 2021.
  • Wealth Quarterback bought 3 Coinbase shares in Q3 2021, an estimated $738.
  • Coinbase made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #552 holding.
  • Wealth Quarterback first reported a position in Coinbase in Q2 2021 and has held it in 2 quarters since.
  • 664 funds tracked by Wall St. Rank held Coinbase as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.