AC
COIN icon

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
2022
Q2 		– Sell
-2,700
Closed -$505K – 310
2022
Q1 		$505K Sell
2,700
-8,300
-75% -$1.62M 0.08% 229
2021
Q4 		$2.78M Buy
+11,000
New +$3.2M 0.34% 64
2021
Q3 		– Sell
-10,400
Closed -$2.63M – 455
2021
Q2 		$2.63M Buy
+10,400
New +$2.7M 0.35% 73

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
State Street
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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.