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All Terrain Financial Advisors’s Coinbase COIN Stock Holding History

All Terrain 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
2024
Q3 		– Sell
-1,100
Closed -$244K – 93
2024
Q2 		$244K Sell
1,100
-400
-27% -$92K 0.1% 78
2024
Q1 		$398K Hold
1,500
– – 0.16% 60
2023
Q4 		$261K Sell
1,500
-14,000
-90% -$1.53M 0.1% 73
2023
Q3 		$1.16M Buy
15,500
+500
+3% +$42.1K 0.49% 41
2023
Q2 		$1.07M Buy
+15,000
New +$895K 0.41% 42

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

All Terrain Financial Advisors's COIN Position: Q1 2024 in Review

All Terrain Financial Advisors sold out of Coinbase (COIN) in Q1 2024, closing a stake of 4 shares — an estimated $720 sold.

All Terrain Financial Advisors first reported a position in COIN in Q2 2023 and held it in 3 quarters. The position peaked at $696 in Q4 2023. 922 funds tracked by Wall St. Rank hold COIN as of Q1 2024.

  • All Terrain Financial Advisors reported no remaining Coinbase position as of Q1 2024 after selling out during the quarter.
  • All Terrain Financial Advisors sold 4 Coinbase shares in Q1 2024, an estimated $720.
  • All Terrain Financial Advisors first reported a position in Coinbase in Q2 2023 and held it in 3 quarters.
  • All Terrain Financial Advisors's Coinbase position peaked at $696 in Q4 2023.
  • 922 funds tracked by Wall St. Rank held Coinbase as of Q1 2024.

Based on All Terrain Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.