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Baldrige Asset Management’s Coinbase COIN Stock Holding History

Baldrige Asset 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
2023
Q1 		$0 Buy
+4
New +$240 ﹤0.01% 410
2021
Q3 		– Sell
-15
Closed -$4K – 353
2021
Q2 		$4K Buy
+15
New +$3.89K ﹤0.01% 322

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Baldrige Asset Management's COIN Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in Coinbase (COIN) in Q1 2023: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings. This is a return to the name: Baldrige Asset Management previously reported a position in COIN as recently as Q2 2021.

Baldrige Asset Management first reported a position in COIN in Q2 2021 and has held it in 2 quarters since. The position peaked at $4K in Q2 2021. 614 funds tracked by Wall St. Rank hold COIN as of Q1 2023.

  • Baldrige Asset Management held 4 shares of Coinbase worth $0 as of Q1 2023.
  • Coinbase was a new Baldrige Asset Management position in Q1 2023.
  • Coinbase made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #410 holding.
  • Baldrige Asset Management first reported a position in Coinbase in Q2 2021 and has held it in 2 quarters since.
  • Baldrige Asset Management's Coinbase position peaked at $4K in Q2 2021.
  • 614 funds tracked by Wall St. Rank held Coinbase as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.