Avestar Capital’s Coinbase COIN Stock Holding History

Avestar Capital’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 Q2	–	Sell	-1,000	Closed	-$265K	–	465
2024 Q1	$265K	Sell	1,000 -1,000	-50%	-$180K	0.03%	368
2023 Q4	$348K	Buy	+2,000	New	+$218K	0.04%	265
2021 Q4	–	Sell	-20,000	Closed	-$4.55M	–	443
2021 Q3	$4.55M	Buy	+20,000	New	+$4.92M	0.58%	40

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avestar Capital's COIN Position: Q2 2024 in Review

Avestar Capital sold out of Coinbase (COIN) in Q2 2024, closing a stake of 130 shares — an estimated $34.5K sold.

Avestar Capital first reported a position in COIN in Q2 2021 and held it in 6 quarters. The position peaked at $604K in Q4 2021. 912 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

Avestar Capital reported no remaining Coinbase position as of Q2 2024 after selling out during the quarter.
Avestar Capital sold 130 Coinbase shares in Q2 2024, an estimated $34.5K.
Avestar Capital first reported a position in Coinbase in Q2 2021 and held it in 6 quarters.
Avestar Capital's Coinbase position peaked at $604K in Q4 2021.
912 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Avestar Capital's 13F filing for Q2 2024, filed 8 Aug 2024.