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Wipfli Financial Advisors’s Coinbase COIN Stock Holding History

Wipfli Financial Advisors’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
Q3 		$31K Buy
+476
New +$33.2K ﹤0.01% 1347

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wipfli Financial Advisors's COIN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Coinbase (COIN) in Q3 2022: 476 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1347 among its holdings.

620 funds tracked by Wall St. Rank hold COIN as of Q3 2022.

  • Wipfli Financial Advisors held 476 shares of Coinbase worth $31K as of Q3 2022.
  • Coinbase was a new Wipfli Financial Advisors position in Q3 2022.
  • Coinbase made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1347 holding.
  • 620 funds tracked by Wall St. Rank held Coinbase as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.