Welch & Forbes’s Coinbase COIN Stock Holding History

Welch & Forbes’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 Q1	–	Sell	-1,400	Closed	-$353K	–	394
2021 Q4	$353K	Buy	1,400 +75	+6%	+$21.8K	0.01%	325
2021 Q3	$301K	Buy	+1,325	New	+$326K	0.01%	341

Other funds holding COIN

AEPI

AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AEPLI

AH Equity Partners LSV I Menlo Park, California $315M AUM 9.31% 1-Year Est. Return

ITVII

IDG Technology Venture Investment IV Hong Kong $58.3M AUM 89.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Welch & Forbes's COIN Position: Q1 2022 in Review

Welch & Forbes sold out of Coinbase (COIN) in Q1 2022, closing a stake of 1,400 shares — an estimated $353K sold.

Welch & Forbes first reported a position in COIN in Q3 2021 and held it in 2 quarters. The position peaked at $353K in Q4 2021. 799 funds tracked by Wall St. Rank hold COIN as of Q1 2022.

Welch & Forbes reported no remaining Coinbase position as of Q1 2022 after selling out during the quarter.
Welch & Forbes sold 1,400 Coinbase shares in Q1 2022, an estimated $353K.
Welch & Forbes first reported a position in Coinbase in Q3 2021 and held it in 2 quarters.
Welch & Forbes's Coinbase position peaked at $353K in Q4 2021.
799 funds tracked by Wall St. Rank held Coinbase as of Q1 2022.

Based on Welch & Forbes's 13F filing for Q1 2022, filed 25 Apr 2022.