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Almanack Investment Partners’s Coinbase COIN Stock Holding History

Almanack Investment Partners’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
2025
Q1 		– Sell
-972
Closed -$241K – 163
2024
Q4 		$241K Buy
+972
New +$247K 0.04% 158
2022
Q4 		– Sell
-177
Closed -$11K – 375
2022
Q3 		$11K Buy
+177
New +$12.4K ﹤0.01% 460
2022
Q1 		– Sell
-1,229
Closed -$310K – 507
2021
Q4 		$310K Buy
1,229
+262
+27% +$76.2K 0.03% 364
2021
Q3 		$220K Buy
+967
New +$238K 0.02% 449

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Almanack Investment Partners's COIN Position: Q1 2025 in Review

Almanack Investment Partners sold out of Coinbase (COIN) in Q1 2025, closing a stake of 972 shares — an estimated $241K sold.

Almanack Investment Partners first reported a position in COIN in Q3 2021 and held it in 4 quarters. The position peaked at $310K in Q4 2021. 996 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

  • Almanack Investment Partners reported no remaining Coinbase position as of Q1 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 972 Coinbase shares in Q1 2025, an estimated $241K.
  • Almanack Investment Partners first reported a position in Coinbase in Q3 2021 and held it in 4 quarters.
  • Almanack Investment Partners's Coinbase position peaked at $310K in Q4 2021.
  • 996 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.