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Aspetuck Financial Management’s Coinbase COIN Stock Holding History

Aspetuck Financial 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
2025
Q1 		– Sell
-98
Closed -$24.3K – 92
2024
Q4 		$24.3K Buy
+98
New +$24.9K 0.02% 129

Other funds holding COIN

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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

Aspetuck Financial Management's COIN Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Coinbase (COIN) in Q1 2025, closing a stake of 98 shares — an estimated $24.3K sold.

Aspetuck Financial Management first reported a position in COIN in Q4 2024 and held it in 1 quarter. The position peaked at $24.3K in Q4 2024. 997 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Coinbase position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 98 Coinbase shares in Q1 2025, an estimated $24.3K.
  • Aspetuck Financial Management first reported a position in Coinbase in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Coinbase position peaked at $24.3K in Q4 2024.
  • 997 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.