AWM
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Able Wealth Management’s Coinbase COIN Stock Holding History

Able Wealth Management’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
2024
Q1 		– Sell
-50
Closed -$8.7K – 167
2023
Q4 		$8.7K Buy
+50
New +$5.46K 0.01% 295

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Able Wealth Management's COIN Position: Q1 2024 in Review

Able Wealth Management sold out of Coinbase (COIN) in Q1 2024, closing a stake of 50 shares — an estimated $8.7K sold.

Able Wealth Management first reported a position in COIN in Q4 2023 and held it in 1 quarter. The position peaked at $8.7K in Q4 2023. 921 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

  • Able Wealth Management reported no remaining Coinbase position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 50 Coinbase shares in Q1 2024, an estimated $8.7K.
  • Able Wealth Management first reported a position in Coinbase in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Coinbase position peaked at $8.7K in Q4 2023.
  • 921 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.